49
Banking & FinancialHold
Tata BankIng And FIn Services
Tata · Direct–Growth · rank #14 of 30 by Smart Score
Trailing returns
1 Year
3.0%
-0.6% vs index
3 Years
13.6%
+4.3% vs index
5 Years
13.9%
+3.0% vs index
Since launch
17.0%
Year-by-year performance
2021
+13.6%+0.6% vs index
2022
+18.8%-3.0% vs index
2023
+23.8%+10.9% vs index
2024
+10.6%+4.7% vs index
2025
+19.2%+1.4% vs index
2026
-0.4%+1.1% vs index
Why this score
Tata BankIng And FIn Services scores 49/100 — #14 of 30 Banking & Financial fund (Hold). It stands out for fund size — beating 82% of peers on fund size. The main drag is its 3y return (better than only 32% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
3Y return13.62% · 32nd percentile in category
Fund size3170.66 Cr · 82nd percentile in category
1Y return2.97% · 19th percentile in category
Sortino ratio0.64 · 37th percentile in category
Sharpe ratio0.56 · 56th percentile in category
Expense ratio1.05% · 58th percentile in category