• 1 Year Returns: 7.74%
• 3 Year Returns: 7.77%
• 5 Year Returns: 6.47%

• Others | 14.48%
• Specialized Finance | 10.45%
• Public Banks | 9.25%
• Private Banks | 8.37%
• Telecom Services | 6.29%

• TATA MONEY MARKET FUND | 10.74%
• Reliance Industries Ltd | 2.98%
• ICICI Bank Ltd | 2.85%
• State Bank of India | 2.41%
• ITC Ltd | 1.92%

• Equity | 64.85%
• Corporate Debt | 20.41%
• Mutual Funds | 10.74%
• Commercial Paper | 1.54%
• Rights | 1.44%

The alpha ratio for the Tata Arbitrage Fund(M-IDCW) is 0.76

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 Tata Arbitrage Fund(M-IDCW) is 0.83

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 Tata Arbitrage Fund(M-IDCW) is 4.13

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 Tata Arbitrage Fund(M-IDCW) is 0.61

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.