• 1 Year Returns: -12.87%
• 3 Year Returns: 8.56%
• 5 Year Returns: 14.01%

• IT Services & Consulting | 12.50%
• Auto Parts | 11.87%
• Miscellaneous | 9.71%
• Labs & Life Sciences Services | 8.97%
• Logistics | 6.24%

• TREPS - Tri-party Repo | 9.71%
• Firstsource Solutions Ltd | 5.09%
• eClerx Services Limited | 4.46%
• Aster DM Healthcare Ltd | 4.22%
• Bank of Baroda Ltd | 3.39%

• Equity | 90.37%
• Cash & Equivalents | 9.63%

The alpha ratio for the HDFC Small Cap Fund-Reg(IDCW) is 17.71

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 Small Cap Fund-Reg(IDCW) is 16.31

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 Small Cap Fund-Reg(IDCW) is -0.34

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 Small Cap Fund-Reg(IDCW) 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.