38
Business CycleAvoid
Tata BusIness Cycle
Tata · Direct–Growth · rank #13 / 19 Smart Score ke hisaab se
Data updated
Tata BusIness Cycle ka score 38/100 hai — 19 mein #13 Business Cycle fund (Avoid). Mazbooti: expense ratio (category mein 87th percentile) aur fund size (category mein 82th percentile). Kamzori: 3 saal ka return (category mein 5th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-7.7%
-0.6% index ke muqable
3 saal
8.7%
-0.3% index ke muqable
5 saal
11.8%
+3.9% index ke muqable
Launch se
12.9%
Saal-dar-saal performance
aakhri entry = is saal ab tak2022
15.4%
2023
36.5%
2024
20.4%
2025
2.2%
2026
-8.0%
Risk metrics
Sharpe ratio
0.36
↑ jitna zyada, utna accha
Sortino ratio
0.27
↑ jitna zyada, utna accha
Std deviation
15.81
↓ jitna kam, utna accha
Alpha
0.29
↑ jitna zyada, utna accha
Beta
0.97
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.