FundLens
40
Mid CapAvoid

Tata Mid Cap

Tata · Direct–Growth · rank #21 / 34 Smart Score ke hisaab se

Data updated

Tata Mid Cap ka score 40/100 hai — 34 mein #21 Mid Cap fund (Avoid). Mazbooti: utaar-chadhaav (category mein 79th percentile) aur expense ratio (category mein 65th percentile). Kamzori: 3 saal ka return (category mein 25th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)
1 saal
9.9%
-0.0% index ke muqable
3 saal
15.4%
-0.8% index ke muqable
5 saal
15.4%
-1.4% index ke muqable
Launch se
19.0%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
41.7%
2022
1.9%
2023
42.1%
2024
24.2%
2025
7.1%
2026
3.6%

Risk metrics

Sharpe ratio
0.57
↑ jitna zyada, utna accha
Sortino ratio
0.76
↑ jitna zyada, utna accha
Std deviation
15.56
↓ jitna kam, utna accha
Alpha
-1.54
↑ jitna zyada, utna accha
Beta
0.88
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.