• 1 Year Returns: -2.15%
• 3 Year Returns: 17.24%
• 5 Year Returns: 17.82%

• Home Electronics & Appliances | 9.69%
• Retail - Online | 9.44%
• FMCG - Tobacco | 9.12%
• Others | 9.03%
• Alcoholic Beverages | 8.14%

• ITC Ltd | 9.12%
• Eternal Ltd | 8.00%
• CASH / NET CURRENT ASSET | 5.97%
• Radico Khaitan Ltd | 5.96%
• Titan Company Ltd | 5.70%

• Equity | 93.70%
• Cash & Equivalents | 6.30%

The alpha ratio for the Tata India Consumer Fund-Reg(IDCW) is 7.07

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 14.90

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 -0.33

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 -0.03

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.