64
Index — Factor / Smart BetaBuy
Tata BSE Quality Index
Tata · Direct–Growth · rank #12 of 57 by Smart Score
Data updated
Trailing returns
1 Year
-5.4%
+0.4% vs index
3 Years
—
5 Years
—
Since launch
6.9%
Year-by-year performance
2026
-7.0%+0.0% vs index
Why this score
Tata BSE Quality Index scores 64/100 — #12 of 57 Index — Factor / Smart Beta fund (Buy). It stands out for expense ratio and sharpe ratio — beating 84% of peers on expense ratio. The main drag is its fund size (better than only 29% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
Expense ratio0.41% · 84th percentile in category
Sharpe ratio0.03 · 73rd percentile in category
Alpha-0.08 · 80th percentile in category
Sortino ratio0.04 · 73rd percentile in category
Fund size46.40 Cr · 29th percentile in category
1Y return-5.40% · 61st percentile in category
Top holdings
1.ITC Ltd5.29%
2.Hero Motocorp Ltd5.24%
3.Multi Commodity Exchange Of India Ltd5.18%
4.Hindustan Unilever Ltd5.07%
5.Infosys Ltd5.04%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.