• 1 Year Returns: 6.73%
• 3 Year Returns: 13.25%
• 5 Year Returns: 11.83%

• Private Banks | 14.99%
• Others | 14.60%
• Oil & Gas - Refining & Marketing | 5.71%
• Pharmaceuticals | 5.50%
• Specialized Finance | 4.71%

• HDFC Gold Exchange Traded Fund | 10.89%
• Reliance Industries Ltd | 5.18%
• ICICI Bank Limited | 4.98%
• HDFC Bank Limited | 4.38%
• TREPS - Tri-party Repo | 3.69%

• Equity | 67.87%
• Mutual Funds | 10.89%
• Corporate Debt | 7.47%
• Cash & Equivalents | 5.26%
• Government Securities | 3.35%

The alpha ratio for the HDFC Multi-Asset Allocation Fund is 2.80

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 9.08

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 0.26

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 0.03

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.