• 1 Year Returns: -8.33%
• 3 Year Returns: 8.33%
• 5 Year Returns: 6.84%

• Private Banks | 15.11%
• Auto Parts | 8.47%
• Others | 6.32%
• Telecom Services | 5.66%
• Investment Banking & Brokerage | 4.77%

• Bharti Airtel Ltd | 5.66%
• HDFC Bank Limited | 5.14%
• ICICI Bank Limited | 4.89%
• State Bank of India | 4.42%
• Reliance Industries Ltd | 3.62%

• Equity | 97.85%
• Cash & Equivalents | 2.15%

The alpha ratio for the Tata ELSS-Tax Saver Fund(IDCW) is 2.74

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 ELSS-Tax Saver Fund(IDCW) is 14.76

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 ELSS-Tax Saver Fund(IDCW) is -0.43

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 ELSS-Tax Saver Fund(IDCW) is -0.04

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.