FundLens
26
Small CapAvoid

Tata Small Cap

Tata · Direct–Growth · rank #30 / 36 Smart Score ke hisaab se

Data updated

Tata Small Cap ka score 26/100 hai — 36 mein #30 Small Cap fund (Avoid). Mazbooti: expense ratio (category mein 99th percentile). Kamzori: 3 saal ka return (category mein 6th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
-7.9%
-7.0% index ke muqable
3 saal
12.6%
-4.3% index ke muqable
5 saal
15.4%
+0.9% index ke muqable
Launch se
20.8%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
73.6%
2022
10.3%
2023
35.6%
2024
33.5%
2025
-11.3%
2026
3.4%

Risk metrics

Sharpe ratio
0.35
↑ jitna zyada, utna accha
Sortino ratio
0.48
↑ jitna zyada, utna accha
Std deviation
17.51
↓ jitna kam, utna accha
Alpha
-5.02
↑ jitna zyada, utna accha
Beta
0.86
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.