• 1 Year Returns: -9.10%
• 3 Year Returns: 5.79%
• 5 Year Returns: 8.06%

• Private Banks | 18.84%
• Pharmaceuticals | 6.58%
• Construction & Engineering | 6.45%
• Specialized Finance | 6.24%
• Telecom Services | 6.23%

• HDFC Bank Limited | 8.40%
• State Bank of India | 5.56%
• IDFC First Bank Ltd | 5.42%
• ICICI Bank Limited | 4.19%
• Varun Beverages Limited | 4.17%

• Equity | 95.74%
• Cash & Equivalents | 4.26%

The alpha ratio for the Tata Large & Mid Cap Fund is -1.35

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 15.23

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 -0.92

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 -0.09

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.