34
Pharma & HealthcareAvoid
Tata India Pharma & Healthcare
Tata · Direct–Growth · rank #15 of 18 by Smart Score
Data updated
Trailing returns
1 Year
11.8%
+8.8% vs index
3 Years
21.1%
+9.5% vs index
5 Years
14.7%
+4.3% vs index
Since launch
13.7%
Year-by-year performance
2021
+20.9%-9.8% vs index
2022
-6.6%-10.4% vs index
2023
+38.6%+12.1% vs index
2024
+42.5%+26.8% vs index
2025
-3.5%-11.1% vs index
2026
+12.2%+14.2% vs index
Why this score
Tata India Pharma & Healthcare scores 34/100 — #15 of 18 Pharma & Healthcare fund (Avoid). It stands out for expense ratio — beating 75% of peers on expense ratio. The main drag is its 3y return (better than only 23% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
3Y return21.10% · 23rd percentile in category
Volatility17.16 · 9th percentile in category
Alpha0.55 · 3rd percentile in category
Expense ratio0.97% · 75th percentile in category
5Y return14.68% · 39th percentile in category
1Y return11.80% · 9th percentile in category
Top holdings
1.Sun Pharmaceutical Industries Ltd8.59%
2.Divi's Laboratories Ltd6.36%
3.Healthcare Global Enterprises Ltd5.85%
4.Abbott India Ltd5.63%
5.Rainbow Childrens Medicare Ltd4.9%
37 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.