• 1 Year Returns: 13.44%
• 3 Year Returns: 25.92%
• 5 Year Returns: 23.99%

• Pharmaceuticals | 58.54%
• Labs & Life Sciences Services | 28.53%
• Others | 9.64%
• Fertilizers & Agro Chemicals | 1.17%
• Insurance | 0.96%

• Sun Pharmaceutical Industries Ltd | 11.17%
• CASH / NET CURRENT ASSET | 7.36%
• Apollo Hospitals Enterprise Ltd | 7.19%
• Cipla Ltd | 5.76%
• Divi's Laboratories Ltd | 5.58%

• Equity | 92.32%
• Cash & Equivalents | 7.68%

The alpha ratio for the Tata India Pharma & Healthcare Fund is 2.98

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 15.31

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 0.56

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 0.06

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.