FundLens
67
Index — Factor / Smart BetaBuy

Tata BSE Quality Index

Tata · Direct–Growth · rank #9 of 55 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
3.1%
+2.4% vs index
3 Years
5 Years
Since launch
15.4%

Year-by-year performance

last entry = YTD
2026
+1.0%

Why this score

Tata BSE Quality Index scores 67/100 — #9 of 55 Index — Factor / Smart Beta fund (Buy). It stands out for sharpe ratio and sortino ratio — beating 92% of peers on sharpe ratio. The main drag is its fund size (better than only 28% of peers).

Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.

Sharpe ratio0.62 · 92nd percentile in category
Sortino ratio0.91 · 92nd percentile in category
Alpha2.78 · 88th percentile in category
Fund size57.63 Cr · 28th percentile in category
1Y return3.15% · 83rd percentile in category
Expense ratio0.42% · 38th percentile in category

Other Index — Factor / Smart Beta funds