73
Index — Factor / Smart BetaBuy
Tata BSE Quality Index
Tata · Direct–Growth · rank #5 of 55 by Smart Score
Data updated
Trailing returns
1 Year
2.1%
-0.6% vs index
3 Years
—
5 Years
—
Since launch
12.5%
Year-by-year performance
2026
-0.9%+1.0% vs index
Why this score
Tata BSE Quality Index scores 73/100 — #5 of 55 Index — Factor / Smart Beta fund (Buy). It stands out for sharpe ratio and sortino ratio — beating 95% 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 ratio0.43 · 95th percentile in category
Sortino ratio0.63 · 95th percentile in category
Expense ratio0.41% · 88th percentile in category
Alpha1.22 · 80th percentile in category
Fund size58.02 Cr · 28th percentile in category
1Y return2.10% · 61st percentile in category
Top holdings
1.Hindustan Aeronautics Ltd6.53%
2.Cummins India Ltd6.25%
3.Nestle India Ltd6.15%
4.GE T&D India Ltd5.8%
5.Hindustan Unilever Ltd5.47%
30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.