• 1 Year Returns: 6.25%
• 3 Year Returns: 16.50%
• 5 Year Returns: 24.98%

• Private Banks | 23.01%
• IT Services & Consulting | 13.44%
• Construction & Engineering | 9.20%
• Power Generation | 7.14%
• Pharmaceuticals | 5.09%

• HDFC Bank Ltd | 10.02%
• Tech Mahindra Ltd | 7.67%
• Axis Bank Ltd | 7.40%
• ICICI Bank Ltd | 5.58%
• Reliance Industries Ltd | 4.15%

• Equity | 92.69%
• Cash & Equivalents | 7.31%

The alpha ratio for the Tata Focused Equity Fund(IDCW-Payout) is 1.06

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 Focused Equity Fund(IDCW-Payout) is 17.78

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 Focused Equity Fund(IDCW-Payout) is 0.21

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 Focused Equity Fund(IDCW-Payout) is 0.02

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.