• 1 Year Returns: 4.57%
• 3 Year Returns: 19.80%
• 5 Year Returns: 29.01%

• Pharmaceuticals | 12.89%
• Specialized Finance | 7.17%
• Auto Parts | 6.22%
• Construction & Engineering | 5.66%
• Others | 5.40%

• A) REPO | 4.29%
• Max Financial Services Ltd | 3.44%
• CASH / NET CURRENT ASSET | 3.07%
• Alkem Laboratories Ltd | 3.04%
• Lupin Ltd | 2.81%

• Equity | 92.54%
• Cash & Equivalents | 7.36%
• Rights | 0.10%

The alpha ratio for the Tata Mid Cap Growth Fund(IDCW-Payout) is -0.18

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(IDCW-Payout) is 18.68

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 Growth Fund(IDCW-Payout) is 0.07

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(IDCW-Payout) is 0.01

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.