18
Index — Large CapAvoid
Tata S&P BSE Sensex Index
Tata · Direct–Growth · rank #76 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-11.4%
-1.2% vs index
3 Years
4.8%
-1.4% vs index
5 Years
4.6%
-0.9% vs index
Since launch
10.8%
Why this score
Tata S&P BSE Sensex Index scores 18/100 — #76 of 82 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 return4.85% · 3rd percentile in category
5Y return4.56% · 4th percentile in category
1Y return-11.40% · 8th percentile in category
Fund size364.28 Cr · 57th percentile in category
Expense ratio0.33% · 53rd percentile in category
Top holdings
1.HDFC Bank Ltd12.59%
2.ICICI Bank Ltd11.04%
3.Reliance Industries Ltd9.16%
4.Bharti Airtel Ltd6.38%
5.Larsen & Toubro Ltd5.11%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.