• 1 Year Returns: 1.29%
• 3 Year Returns: 23.23%
• 5 Year Returns: 17.93%

• Pharmaceuticals | 61.23%
• Labs & Life Sciences Services | 33.30%
• Others | 2.28%
• Fertilizers & Agro Chemicals | 2.17%
• Miscellaneous | 0.98%

• Sun Pharmaceutical Industries Ltd | 9.59%
• Apollo Hospitals Enterprise Ltd | 5.13%
• Healthcare Global Enterprises Ltd | 4.96%
• Lupin Ltd | 4.90%
• Max Healthcare Institute Ltd | 4.71%

• Equity | 98.50%
• Cash & Equivalents | 1.50%

The alpha ratio for the Tata India Pharma & Healthcare Fund is 7.09

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 14.34

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 -0.12

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 -0.01

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.