FundLens
44
EnergyAvoid

Tata Resources & Energy

Tata · Direct–Growth · rank #4 / 6 Smart Score ke hisaab se

Data updated

Tata Resources & Energy ka score 44/100 hai — 6 mein #4 Energy fund (Avoid). Mazbooti: Sharpe ratio (category mein 75th percentile) aur expense 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
6.8%
+7.9% index ke muqable
3 saal
18.7%
+7.1% index ke muqable
5 saal
14.1%
+2.4% index ke muqable
Launch se
18.1%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
49.0%
2022
3.1%
2023
29.7%
2024
14.9%
2025
12.4%
2026
6.6%

Risk metrics

Sharpe ratio
0.86
↑ jitna zyada, utna accha
Sortino ratio
0.90
↑ jitna zyada, utna accha
Std deviation
17.51
↓ jitna kam, utna accha
Alpha
0.18
↑ 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.