41
ValueAvoid
Tata Value
Tata · Direct–Growth · rank #13 of 21 by Smart Score
Trailing returns
1 Year
-0.5%
-1.0% vs index
3 Years
14.3%
+2.1% vs index
5 Years
15.4%
+3.5% vs index
Since launch
16.4%
Year-by-year performance
2021
+29.4%-1.2% vs index
2022
+7.0%+3.3% vs index
2023
+38.3%+11.8% vs index
2024
+22.9%+7.3% vs index
2025
+4.7%-2.9% vs index
2026
-3.5%-1.8% vs index
Why this score
Tata Value scores 41/100 — #13 of 21 Value fund (Avoid). It stands out for fund size — beating 74% of peers on fund size. The main drag is its 3y return (better than only 28% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
3Y return14.32% · 28th percentile in category
Sharpe ratio0.51 · 26th percentile in category
Fund size8346.51 Cr · 74th percentile in category
Alpha0.43 · 26th percentile in category
5Y return15.43% · 59th percentile in category
Sortino ratio0.67 · 30th percentile in category