• 1 Year Returns: 5.55%
• 3 Year Returns: 12.44%
• 5 Year Returns: 12.07%

• Private Banks | 15.58%
• Others | 14.80%
• Public Banks | 5.96%
• Oil & Gas - Refining & Marketing | 5.72%
• Pharmaceuticals | 5.20%

• HDFC Gold Exchange Traded Fund | 10.96%
• Reliance Industries Ltd | 5.21%
• ICICI Bank Ltd | 4.85%
• HDFC Bank Ltd | 4.75%
• NTPC Ltd | 3.19%

• Equity | 67.99%
• Mutual Funds | 10.96%
• Corporate Debt | 9.75%
• Cash & Equivalents | 4.25%
• Government Securities | 3.41%

The alpha ratio for the HDFC Multi-Asset Allocation Fund is 2.42

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the HDFC Multi-Asset Allocation Fund is 9.04

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the HDFC Multi-Asset Allocation Fund is 0.20

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the HDFC Multi-Asset Allocation Fund is 0.02

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.