45
FocusedHold
Tata Focused
Tata · Direct–Growth · rank #16 of 28 by Smart Score
Trailing returns
1 Year
0.6%
+0.1% vs index
3 Years
12.7%
+0.5% vs index
5 Years
12.8%
+0.9% vs index
Since launch
15.5%
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
-1.5%+0.3% vs index
Why this score
Tata Focused scores 45/100 — #16 of 28 Focused fund (Hold). It stands out for expense ratio and volatility — beating 76% of peers on expense ratio. The main drag is its 3y return (better than only 39% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
Expense ratio0.86% · 76th percentile in category
3Y return12.72% · 39th percentile in category
5Y return12.82% · 41st percentile in category
Sharpe ratio0.43 · 39th percentile in category
Volatility14.61 · 63rd percentile in category
Alpha-0.85 · 38th percentile in category