36
Pharma & HealthcareAvoid
Tata India Pharma & Healthcare
Tata · Direct–Growth · rank #13 of 18 by Smart Score
Trailing returns
1 Year
8.2%
+7.7% vs index
3 Years
22.5%
+10.3% vs index
5 Years
14.8%
+2.8% 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
+10.2%+11.9% vs index
Why this score
Tata India Pharma & Healthcare scores 36/100 — #13 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 25% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
3Y return22.49% · 25th percentile in category
Volatility17.16 · 9th percentile in category
Alpha0.55 · 9th percentile in category
Expense ratio0.94% · 75th percentile in category
5Y return14.76% · 39th percentile in category
Sharpe ratio1.05 · 32nd percentile in category