55
ValueHold
Tata Value
Tata · Direct–Growth · rank #10 / 23 Smart Score ke hisaab se
Data updated
Tata Value ka score 55/100 hai — 23 mein #10 Value fund (Hold). Mazbooti: 3 saal ka return (category mein 63th percentile) aur fund size (category mein 76th percentile). Kamzori: utaar-chadhaav (category mein 36th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-5.5%
+1.7% index ke muqable
3 saal
11.4%
+2.3% index ke muqable
5 saal
11.4%
+3.6% index ke muqable
Launch se
15.7%
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
-7.3%
Risk metrics
Sharpe ratio
0.46
↑ jitna zyada, utna accha
Sortino ratio
0.48
↑ jitna zyada, utna accha
Std deviation
15.80
↓ jitna kam, utna accha
Alpha
2.02
↑ jitna zyada, utna accha
Beta
0.95
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.