FundLens
48
Banking & FinancialHold

Tata BankIng And FIn Services

Tata · Direct–Growth · rank #15 / 30 Smart Score ke hisaab se

Data updated

Tata BankIng And FIn Services ka score 48/100 hai — 30 mein #15 Banking & Financial fund (Hold). Mazbooti: fund size (category mein 82th percentile). Kamzori: 3 saal ka return (category mein 32th percentile).

Trailing returns

index ke muqable: Nifty Bank (index-fund proxy)
1 saal
-0.2%
+0.4% index ke muqable
3 saal
12.2%
+4.6% index ke muqable
5 saal
13.6%
+2.9% index ke muqable
Launch se
16.7%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
13.6%
2022
18.8%
2023
23.8%
2024
10.6%
2025
19.2%
2026
-3.3%

Risk metrics

Sharpe ratio
0.56
↑ jitna zyada, utna accha
Sortino ratio
0.50
↑ jitna zyada, utna accha
Std deviation
15.86
↓ jitna kam, utna accha
Alpha
3.12
↑ jitna zyada, utna accha
Beta
0.96
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.