• Pharmaceuticals | 8.72%
• Specialized Finance | 6.54%
• Private Banks | 5.95%
• Others | 5.62%
• IT Services & Consulting | 4.94%

• BSE Ltd | 2.20%
• Multi Commodity Exchange of India Ltd | 0.98%
• Federal Bank Ltd | 0.93%
• Clearing Corporation of India Limited | 0.90%
• Suzlon Energy Ltd | 0.90%

• Equity | 99.81%
• Cash & Equivalents | 0.19%

The alpha ratio for the Zerodha Nifty MidSmallcap400 50:50 Index Fund is 19.47

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 Zerodha Nifty MidSmallcap400 50:50 Index Fund is 15.86

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 Zerodha Nifty MidSmallcap400 50:50 Index Fund is 1.81

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 Zerodha Nifty MidSmallcap400 50:50 Index Fund is 0.19

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.