• 1 Year Returns: 8.33%

• Private Banks | 13.78%
• IT Services & Consulting | 7.32%
• Pharmaceuticals | 5.71%
• Specialized Finance | 5.36%
• Oil & Gas - Refining & Marketing | 4.65%

• HDFC Bank Ltd | 5.34%
• Reliance Industries Ltd | 3.57%
• ICICI Bank Ltd | 3.40%
• Bharti Airtel Ltd | 1.98%
• Infosys Ltd | 1.89%

• Equity | 99.81%
• Cash & Equivalents | 0.18%
• Pref Shares | 0.00%

The alpha ratio for the HDFC Nifty500 Multicap 50:25:25 Index Fund is 6.44

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 Nifty500 Multicap 50:25:25 Index Fund is 14.70

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 Nifty500 Multicap 50:25:25 Index Fund is 0.37

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 Nifty500 Multicap 50:25:25 Index Fund is 0.04

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.