• 1 Year Returns: 5.99%

• FMCG - Household Products | 16.14%
• Retail - Speciality | 11.08%
• Packaged Foods & Meats | 10.19%
• Retail - Online | 9.66%
• Hotels, Resorts & Cruise Lines | 8.44%

• Eternal Ltd | 8.15%
• Hindustan Unilever Ltd | 7.72%
• United Spirits Ltd | 6.15%
• Chalet Hotels Ltd | 5.35%
• Vishal Mega Mart Ltd | 5.27%

• Equity | 98.08%
• Cash & Equivalents | 1.92%

The alpha ratio for the HDFC Non-Cyclical Consumer Fund is 3.12

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 Non-Cyclical Consumer Fund is 14.55

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 Non-Cyclical Consumer Fund is 0.16

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 Non-Cyclical Consumer 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.