26
Large & Mid CapAvoid
Tata Large & Midcap
Tata · Direct–Growth · rank #31 of 34 by Smart Score
Trailing returns
1 Year
-5.2%
-7.7% vs index
3 Years
9.3%
5 Years
11.7%
Since launch
14.9%
Year-by-year performance
2021
+29.9%—
2022
+12.4%—
2023
+24.2%—
2024
+16.8%-1.7% vs index
2025
+3.3%-5.1% vs index
2026
-3.2%-2.9% vs index
Why this score
Tata Large & Midcap scores 26/100 — #31 of 34 Large & Mid Cap fund (Avoid). It stands out for volatility — beating 86% of peers on volatility. The main drag is its 3y return (better than only 2% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return9.30% · 2nd percentile in category
5Y return11.71% · 10th percentile in category
Sharpe ratio0.20 · 8th percentile in category
Alpha-6.16 · 5th percentile in category
Volatility14.04 · 86th percentile in category
Sortino ratio0.27 · 8th percentile in category