• 1 Year Returns: 0.51%
• 3 Year Returns: 22.76%
• 5 Year Returns: 15.25%

• Pharmaceuticals | 56.31%
• Labs & Life Sciences Services | 35.54%
• Others | 4.60%
• Fertilizers & Agro Chemicals | 3.33%
• Miscellaneous | 0.20%

• Sun Pharmaceutical Industries Ltd | 9.66%
• Max Healthcare Institute Ltd | 6.78%
• Divi's Laboratories Ltd | 5.94%
• Abbott India Ltd | 5.60%
• Healthcare Global Enterprises Ltd | 5.04%

• Equity | 97.59%
• Cash & Equivalents | 2.41%

The alpha ratio for the Tata India Pharma & Healthcare Fund is 16.25

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 12.56

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 -0.33

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 Pharma & Healthcare Fund 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.