• 1 Year Returns: 3.82%
• 3 Year Returns: 21.16%
• 5 Year Returns: 23.38%

• Pharmaceuticals | 11.62%
• Specialized Finance | 6.97%
• Others | 6.61%
• Auto Parts | 6.20%
• Private Banks | 5.20%

• Cummins India Ltd | 3.04%
• Indian Bank | 3.01%
• Alkem Laboratories Ltd | 2.91%
• AU Small Finance Bank Ltd | 2.82%
• A) REPO | 2.52%

• Equity | 95.40%
• Cash & Equivalents | 4.60%

The alpha ratio for the Tata Mid Cap Fund-Reg(IDCW) is 7.07

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 Mid Cap Fund-Reg(IDCW) is 14.68

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 Mid Cap Fund-Reg(IDCW) is -0.01

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 Mid Cap Fund-Reg(IDCW) 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.