30
FocusedAvoid
Tata Focused
Tata · Direct–Growth · rank #24 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-0.5%
-3.5% vs index
3 Years
10.8%
-0.8% vs index
5 Years
10.4%
+0.0% vs index
Since launch
14.8%
Year-by-year performance
2021
+35.4%+4.8% vs index
2022
+6.6%+2.8% vs index
2023
+29.8%+3.3% vs index
2024
+20.0%+4.3% vs index
2025
+1.4%-6.3% vs index
2026
-3.5%-1.5% vs index
Why this score
Tata Focused scores 30/100 — #24 of 28 Focused fund (Avoid). The main drag is its 3y return (better than only 20% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
3Y return10.78% · 20th percentile in category
5Y return10.41% · 25th percentile in category
Sharpe ratio0.27 · 16th percentile in category
Sortino ratio0.37 · 20th percentile in category
Alpha-2.21 · 20th percentile in category
1Y return-0.53% · 5th percentile in category
Top holdings
1.ICICI Bank Ltd7.47%
2.HDFC Bank Ltd7.09%
3.Axis Bank Ltd5.73%
4.Reliance Industries Ltd4.91%
5.Bharti Airtel Ltd4.5%
27 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.