• 1 Year Returns: 20.88%

• Private Banks | 12.73%
• Investment Banking & Brokerage | 10.40%
• IT Services & Consulting | 7.61%
• Pharmaceuticals | 7.17%
• Specialized Finance | 6.50%

• ICICI Bank Ltd | 5.87%
• Clearing Corporation of India Ltd | 4.82%
• HDFC Bank Ltd | 4.75%
• Max Financial Services Ltd | 2.36%
• Persistent Systems Ltd | 2.34%

• Equity | 84.71%
• Cash & Equivalents | 6.39%
• REITs & InvIT | 4.38%
• Treasury Bills | 3.63%
• Rights | 0.88%

The alpha ratio for the WOC Large & Mid Cap Fund is -36.87

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 WOC Large & Mid Cap Fund is 12.56

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 WOC Large & Mid Cap Fund is 1.36

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 WOC Large & Mid Cap Fund is 0.15

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.