• 1 Year Returns: -2.47%
• 3 Year Returns: 26.46%
• 5 Year Returns: 26.57%

• Pharmaceuticals | 11.57%
• Auto Parts | 7.11%
• Specialized Finance | 6.79%
• Construction & Engineering | 5.37%
• Others | 4.74%

• A) REPO | 4.35%
• Max Financial Services Ltd | 4.16%
• Alkem Laboratories Ltd | 2.93%
• Cummins India Ltd | 2.57%
• Jubilant Foodworks Ltd | 2.51%

• Equity | 93.42%
• Cash & Equivalents | 6.58%

The alpha ratio for the Tata Mid Cap Growth Fund-Reg(IDCW Payout) is 1.55

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 Growth Fund-Reg(IDCW Payout) is 15.98

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 Growth Fund-Reg(IDCW Payout) is -0.33

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 Growth Fund-Reg(IDCW Payout) is -0.03

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.