• 1 Year Returns: 4.54%
• 3 Year Returns: 23.26%
• 5 Year Returns: 24.39%

• Private Banks | 19.82%
• Construction & Engineering | 6.73%
• Fertilizers & Agro Chemicals | 6.25%
• Telecom Services | 5.48%
• Specialized Finance | 4.91%

• HDFC Bank Ltd | 10.01%
• Reliance Industries Ltd | 4.66%
• PI Industries Ltd | 4.64%
• A) REPO | 4.53%
• State Bank of India | 4.13%

• Equity | 93.07%
• Cash & Equivalents | 6.71%
• Rights | 0.21%

The alpha ratio for the Tata Large & Mid Cap Fund is 2.80

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 Large & Mid Cap Fund is 14.51

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 Large & Mid Cap Fund is 0.04

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 Large & Mid Cap Fund is 0.00

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.