• 1 Year Returns: 7.62%
• 3 Year Returns: 18.90%
• 5 Year Returns: 16.28%

• Packaged Foods & Meats | 13.43%
• Others | 9.04%
• Retail - Online | 8.94%
• Alcoholic Beverages | 7.32%
• Precious Metals, Jewellery & Watches | 7.07%

• Eternal Ltd | 8.46%
• Titan Company Ltd | 7.07%
• Nestle India Ltd | 5.92%
• CASH / NET CURRENT ASSET | 5.77%
• ITC Ltd | 5.63%

• Equity | 94.10%
• Cash & Equivalents | 5.90%

The alpha ratio for the Tata India Consumer Fund(IDCW-Payout) is -26.76

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(IDCW-Payout) is 12.87

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(IDCW-Payout) is 0.49

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(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.