• Pharmaceuticals | 8.61%
• Specialized Finance | 6.46%
• Others | 6.20%
• Private Banks | 6.12%
• IT Services & Consulting | 5.18%

• BSE Ltd | 1.79%
• Federal Bank Ltd | 1.06%
• Laurus Labs Ltd | 0.85%
• Hero MotoCorp Ltd | 0.84%
• Multi Commodity Exchange of India Limited | 0.83%

• Equity | 99.94%
• Cash & Equivalents | 0.06%

The alpha ratio for the Zerodha Nifty MidSmallcap400 50:50 Index Fund is 6.10

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 13.03

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 2.13

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 0.24

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.