21
Index — Large CapAvoid
Tata S&P BSE Sensex Index
Tata · Direct–Growth · rank #71 of 81 by Smart Score
Data updated
Trailing returns
1 Year
-5.1%
-2.4% vs index
3 Years
6.0%
-2.1% vs index
5 Years
9.1%
-1.1% vs index
Since launch
11.4%
Year-by-year performance
2021
+22.1%-3.3% vs index
2022
+5.5%+0.1% vs index
2023
+19.9%-1.2% vs index
2024
+9.1%-0.7% vs index
2025
+10.1%-1.6% vs index
2026
-8.7%-1.9% vs index
Why this score
Tata S&P BSE Sensex Index scores 21/100 — #71 of 81 Index — Large Cap fund (Avoid). The main drag is its 3y return (better than only 3% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return5.97% · 3rd percentile in category
5Y return9.09% · 5th percentile in category
Sharpe ratio-0.04 · 18th percentile in category
Alpha-3.23 · 8th percentile in category
Sortino ratio-0.06 · 17th percentile in category
1Y return-5.11% · 6th percentile in category