• 1 Year Returns: 0.48%
• 3 Year Returns: 13.07%
• 5 Year Returns: 12.94%

• Packaged Foods & Meats | 14.93%
• Retail - Speciality | 8.57%
• Alcoholic Beverages | 8.40%
• Retail - Online | 8.03%
• Precious Metals, Jewellery & Watches | 7.53%

• Eternal Ltd | 8.03%
• Titan Company Ltd | 7.53%
• Nestle India Ltd | 6.29%
• Varun Beverages Ltd | 5.35%
• Radico Khaitan Ltd | 5.09%

• Equity | 97.23%
• Cash & Equivalents | 2.77%

The alpha ratio for the Tata India Consumer Fund-Reg(IDCW) is 2.35

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 India Consumer Fund-Reg(IDCW) is 14.02

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 India Consumer Fund-Reg(IDCW) is 0.13

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 India Consumer Fund-Reg(IDCW) is 0.01

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.