• 1 Year Returns: 11.95%
• 3 Year Returns: 18.36%
• 5 Year Returns: 13.65%

• Pharmaceuticals | 60.30%
• Labs & Life Sciences Services | 28.92%
• Fertilizers & Agro Chemicals | 4.85%
• Others | 3.56%
• FMCG - Household Products | 1.15%

• Sun Pharmaceutical Industries Ltd | 8.59%
• Divi's Laboratories Ltd | 6.36%
• Healthcare Global Enterprises Limited | 5.85%
• Abbott India Ltd | 5.63%
• Rainbow Children's Medicare Ltd | 4.90%

• Equity | 99.14%
• Cash & Equivalents | 0.86%

The alpha ratio for the Tata India Pharma & Healthcare Fund is 4.20

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 Pharma & Healthcare Fund is 11.71

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 Pharma & Healthcare Fund is 0.75

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 Pharma & Healthcare Fund is 0.08

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.