• 1 Year Returns: 5.41%
• 3 Year Returns: 13.71%
• 5 Year Returns: 12.61%

• Private Banks | 14.29%
• Others | 13.02%
• Miscellaneous | 7.53%
• Oil & Gas - Refining & Marketing | 6.26%
• Power Generation | 5.01%

• HDFC Gold Exchange Traded Fund | 11.15%
• TREPS - Tri-party Repo | 7.53%
• Reliance Industries Ltd | 5.75%
• HDFC Bank Ltd | 4.39%
• ICICI Bank Ltd | 4.37%

• Equity | 68.02%
• Mutual Funds | 11.15%
• Cash & Equivalents | 8.59%
• Corporate Debt | 5.02%
• Government Securities | 3.62%

The alpha ratio for the HDFC Multi-Asset Allocation Fund is 2.72

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 8.52

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 0.17

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.