27
Pharma & HealthcareAvoid
Tata India Pharma & Healthcare
Tata · Direct–Growth · rank #18 of 19 by Smart Score
Data updated
Trailing returns
1 Year
2.8%
+7.5% vs index
3 Years
17.4%
+8.0% vs index
5 Years
13.3%
+5.4% vs index
Since launch
12.8%
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
+4.6%+10.6% vs index
Why this score
Tata India Pharma & Healthcare scores 27/100 — #18 of 19 Pharma & Healthcare fund (Avoid). The main drag is its 3y return (better than only 13% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
3Y return17.39% · 13th percentile in category
Alpha-0.84 · 3rd percentile in category
Volatility16.77 · 16th percentile in category
Sharpe ratio0.79 · 22nd percentile in category
1Y return2.80% · 3rd percentile in category
5Y return13.30% · 39th percentile in category
Top holdings
1.Sun Pharmaceutical Industries Ltd7.99%
2.Abbott India Ltd5.94%
3.Healthcare Global Enterprises Ltd5.92%
4.Divi's Laboratories Ltd5.68%
5.Dr. Reddy's Laboratories Ltd4.65%
42 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.