• 1 Year Returns: 4.68%

• FMCG - Household Products | 15.15%
• Retail - Speciality | 13.15%
• Retail - Online | 10.35%
• Packaged Foods & Meats | 9.05%
• Hotels, Resorts & Cruise Lines | 7.97%

• Eternal Ltd | 8.73%
• Hindustan Unilever Ltd | 7.29%
• Vishal Mega Mart Ltd | 6.99%
• United Spirits Ltd | 5.89%
• Chalet Hotels Ltd | 5.20%

• Equity | 99.22%
• Cash & Equivalents | 0.78%

The alpha ratio for the HDFC Non-Cyclical Consumer Fund(IDCW) is 4.11

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(IDCW) is 14.52

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 Non-Cyclical Consumer Fund(IDCW) is 0.18

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(IDCW) 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.