• 1 Year Returns: 5.81%
• 3 Year Returns: 19.25%
• 5 Year Returns: 16.31%

• Specialized Finance | 9.34%
• Pharmaceuticals | 9.28%
• Private Banks | 9.04%
• Others | 8.40%
• Auto Parts | 5.97%

• A) REPO | 5.00%
• Mankind Pharma Ltd | 3.21%
• Federal Bank Ltd | 3.12%
• Indian Bank | 3.11%
• Max Financial Services Ltd | 2.84%

• Equity | 93.71%
• Cash & Equivalents | 6.29%

The alpha ratio for the Tata Mid Cap Fund-Reg(IDCW Payout) is 0.71

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 Payout) is 14.25

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 Payout) is 0.52

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 Payout) is 0.05

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.