42
Business CycleAvoid
Tata BusIness Cycle
Tata · Direct–Growth · rank #11 / 19 Smart Score ke hisaab se
Data updated
Tata BusIness Cycle ka score 42/100 hai — 19 mein #11 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 17th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
4.2%
+1.5% index ke muqable
3 saal
12.8%
+1.4% index ke muqable
5 saal
15.1%
+4.8% index ke muqable
Launch se
15.5%
Saal-dar-saal performance
aakhri entry = is saal ab tak2022
15.4%
2023
36.5%
2024
20.4%
2025
2.2%
2026
1.8%
Risk metrics
Sharpe ratio
0.57
↑ jitna zyada, utna accha
Sortino ratio
0.57
↑ jitna zyada, utna accha
Std deviation
15.32
↓ jitna kam, utna accha
Alpha
0.85
↑ 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.