44
ValueAvoid
Tata Value
Tata · Direct–Growth · rank #12 / 21 Smart Score ke hisaab se
Data updated
Tata Value ka score 44/100 hai — 21 mein #12 Value fund (Avoid). Mazbooti: 5 saal ka return (category mein 72th percentile) aur fund size (category mein 74th percentile). Kamzori: 3 saal ka return (category mein 28th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-1.8%
-0.7% index ke muqable
3 saal
13.8%
+2.2% index ke muqable
5 saal
15.2%
+3.5% index ke muqable
Launch se
16.3%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
29.4%
2022
7.0%
2023
38.3%
2024
22.9%
2025
4.7%
2026
-4.4%
Risk metrics
Sharpe ratio
0.47
↑ jitna zyada, utna accha
Sortino ratio
0.62
↑ jitna zyada, utna accha
Std deviation
15.46
↓ jitna kam, utna accha
Alpha
0.44
↑ jitna zyada, utna accha
Beta
1.03
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.