• 1 Year Returns: 15.19%
• 3 Year Returns: 18.87%
• 5 Year Returns: 24.62%

• Others | 11.85%
• Home Electronics & Appliances | 10.30%
• FMCG - Tobacco | 9.37%
• Alcoholic Beverages | 8.70%
• Retail - Speciality | 8.51%

• ITC Ltd | 9.37%
• Eternal Ltd | 7.91%
• CASH / NET CURRENT ASSET | 7.08%
• Radico Khaitan Ltd | 6.67%
• Trent Ltd | 5.86%

• Equity | 92.77%
• Cash & Equivalents | 7.23%

The alpha ratio for the Tata India Consumer Fund(IDCW-Payout) is 2.32

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 16.38

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 0.71

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 0.07

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.