• 1 Year Returns: 8.34%
• 3 Year Returns: 12.66%
• 5 Year Returns: 13.42%

• Auto Parts | 12.81%
• IT Services & Consulting | 11.74%
• Miscellaneous | 8.76%
• Labs & Life Sciences Services | 7.57%
• Logistics | 6.57%

• TREPS - Tri-party Repo | 8.76%
• Firstsource Solutions Ltd | 4.79%
• Bank of Baroda Ltd | 3.80%
• eClerx Services Limited | 3.78%
• Aster DM Healthcare Ltd | 3.58%

• Equity | 91.50%
• Cash & Equivalents | 8.50%

The alpha ratio for the HDFC Small Cap Fund(IDCW-Reinv) is -37.03

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(IDCW-Reinv) is 14.51

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(IDCW-Reinv) is 1.00

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(IDCW-Reinv) is 0.11

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.