• 1 Year Returns: 11.01%
• 3 Year Returns: 16.53%
• 5 Year Returns: 11.88%

• Power Generation | 18.69%
• Construction & Engineering | 14.03%
• Iron & Steel | 12.25%
• Oil & Gas - Refining & Marketing | 10.50%
• Diversified Chemicals | 6.02%

• UltraTech Cement Ltd | 5.79%
• Vedanta Aluminium Metal Ltd | 4.45%
• Adani Energy Solutions Ltd | 4.38%
• Ambuja Cements Ltd | 4.34%
• Tata Steel Ltd | 4.14%

• Equity | 98.21%
• Cash & Equivalents | 1.79%

The alpha ratio for the Tata Resources & Energy Fund is -0.87

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 Resources & Energy Fund is 15.75

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 Resources & Energy Fund is 0.50

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 Resources & Energy Fund 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.