• 1 Year Returns: -1.58%
• 3 Year Returns: 19.07%
• 5 Year Returns: 18.64%

• Home Electronics & Appliances | 9.37%
• Retail - Online | 9.36%
• FMCG - Tobacco | 9.09%
• Others | 8.94%
• Alcoholic Beverages | 8.24%

• ITC Ltd | 9.09%
• Eternal Ltd | 8.05%
• Radico Khaitan Ltd | 6.05%
• Titan Company Ltd | 6.03%
• Cartrade Tech Ltd | 5.21%

• Equity | 95.23%
• Cash & Equivalents | 4.77%

The alpha ratio for the Tata India Consumer Fund(IDCW-Payout) is 8.01

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 14.98

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 -0.34

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 -0.03

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.