30
FocusedAvoid
Tata Focused
Tata · Direct–Growth · rank #24 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-6.7%
-2.0% vs index
3 Years
8.5%
-0.9% vs index
5 Years
8.5%
+0.6% vs index
Since launch
13.8%
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
-7.5%-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 17% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
3Y return8.48% · 17th percentile in category
Sharpe ratio0.13 · 16th percentile in category
5Y return8.53% · 31st percentile in category
Sortino ratio0.18 · 16th percentile in category
Alpha-2.18 · 16th percentile in category
1Y return-6.72% · 9th percentile in category
Top holdings
1.HDFC Bank Ltd8.03%
2.ICICI Bank Ltd7.58%
3.Axis Bank Ltd6.3%
4.Ultratech Cement Ltd5.21%
5.Reliance Industries Ltd4.92%
28 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.