45
EnergyHold
Tata Resources & Energy
Tata · Direct–Growth · rank #3 / 6 Smart Score ke hisaab se
Data updated
Tata Resources & Energy ka score 45/100 hai — 6 mein #3 Energy fund (Hold). Mazbooti: expense ratio (category mein 92th percentile) aur Sharpe ratio (category mein 75th percentile). Kamzori: 3 saal ka return (category mein 25th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
11.1%
+8.4% index ke muqable
3 saal
16.1%
+4.7% index ke muqable
5 saal
13.2%
+2.9% index ke muqable
Launch se
18.0%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
49.0%
2022
3.1%
2023
29.7%
2024
14.9%
2025
12.4%
2026
7.3%
Risk metrics
Sharpe ratio
0.67
↑ jitna zyada, utna accha
Sortino ratio
0.71
↑ jitna zyada, utna accha
Std deviation
17.69
↓ jitna kam, utna accha
Alpha
0.72
↑ jitna zyada, utna accha
Beta
0.92
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.