FundLens
25
Large & Mid CapAvoid

Tata Large & Midcap

Tata · Direct–Growth · rank #31 / 36 Smart Score ke hisaab se

Data updated

Tata Large & Midcap ka score 25/100 hai — 36 mein #31 Large & Mid Cap fund (Avoid). Mazbooti: utaar-chadhaav (category mein 86th percentile). Kamzori: 3 saal ka return (category mein 2th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
-2.4%
-7.6% index ke muqable
3 saal
7.8%
5 saal
9.8%
Launch se
14.6%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
29.9%
2022
12.4%
2023
24.2%
2024
16.8%
2025
3.3%
2026
-4.8%

Risk metrics

Sharpe ratio
0.09
↑ jitna zyada, utna accha
Sortino ratio
0.12
↑ jitna zyada, utna accha
Std deviation
14.09
↓ jitna kam, utna accha
Alpha
-6.90
↑ jitna zyada, utna accha
Beta
0.91
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.