• 1 Year Returns: 20.82%
• 3 Year Returns: 14.60%

• Private Banks | 14.89%
• IT Services & Consulting | 9.92%
• Labs & Life Sciences Services | 8.52%
• Public Banks | 6.14%
• Auto Parts | 5.41%

• State Bank of India | 4.26%
• Axis Bank Ltd | 3.93%
• Adani Ports and Special Economic Zone Ltd | 3.62%
• Reliance Industries Ltd | 3.11%
• HDFC Bank Ltd | 2.81%

• Equity | 98.09%
• Cash & Equivalents | 1.91%

The alpha ratio for the Tata Multicap Fund(IDCW-Payout) is -34.73

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 Multicap Fund(IDCW-Payout) is 13.36

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 Multicap Fund(IDCW-Payout) is 1.32

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 Multicap Fund(IDCW-Payout) is 0.15

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.