• 1 Year Returns: -3.46%
• 3 Year Returns: 15.95%

• Private Banks | 13.65%
• Construction & Engineering | 13.18%
• Oil & Gas - Refining & Marketing | 6.61%
• Labs & Life Sciences Services | 5.81%
• Specialized Finance | 5.51%

• Reliance Industries Ltd | 6.61%
• HDFC Bank Ltd | 4.92%
• Jindal Steel Ltd | 3.62%
• Axis Bank Ltd | 3.29%
• Metropolis Healthcare Ltd | 3.09%

• Equity | 97.68%
• Cash & Equivalents | 2.23%
• Mutual Funds | 0.09%

The alpha ratio for the Tata Business Cycle Fund-Reg(IDCW Payout) is 7.64

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 Business Cycle Fund-Reg(IDCW Payout) is 13.39

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 Business Cycle Fund-Reg(IDCW Payout) is -0.53

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 Business Cycle Fund-Reg(IDCW Payout) is -0.05

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.