• 1 Year Returns: 0.75%

• Private Banks | 12.81%
• IT Services & Consulting | 11.52%
• Labs & Life Sciences Services | 8.30%
• Auto Parts | 6.94%
• Public Banks | 5.51%

• Bharti Airtel Ltd | 4.07%
• HDFC Bank Ltd | 4.06%
• Tech Mahindra Ltd | 3.99%
• State Bank of India | 3.76%
• Axis Bank Ltd | 3.57%

• Equity | 98.47%
• Cash & Equivalents | 1.53%

The alpha ratio for the Tata Multicap Fund(IDCW-Payout) is 13.59

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 14.94

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 -0.29

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 -0.03

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.