• 1 Year Returns: 8.66%
• 3 Year Returns: 13.22%
• 5 Year Returns: 11.10%

• Private Banks | 10.39%
• Others | 8.93%
• Diversified Chemicals | 8.00%
• Investment Banking & Brokerage | 6.06%
• Specialized Finance | 5.85%

• Solar Industries India Ltd | 5.38%
• ICICI Bank Limited | 5.11%
• Eternal Limited | 3.93%
• Reliance Industries Ltd | 3.67%
• Multi Commodity Exchange of India Limited | 3.66%

• Equity | 94.67%
• Cash & Equivalents | 5.33%

The alpha ratio for the Tata Retirement Sav Fund - Prog Plan is 3.59

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 Retirement Sav Fund - Prog Plan is 13.73

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 Retirement Sav Fund - Prog Plan is 0.39

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 Retirement Sav Fund - Prog Plan is 0.04

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.