28
FocusedAvoid
Tata Focused
Tata · Direct–Growth · rank #24 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-5.0%
-2.9% vs index
3 Years
9.2%
-0.7% vs index
5 Years
9.6%
+0.1% vs index
Since launch
14.4%
Year-by-year performance
2021
+35.4%+4.8% vs index
2022
+6.6%+2.8% vs index
2023
+29.8%+3.3% vs index
2024
+20.0%+4.3% vs index
2025
+1.4%-6.3% vs index
2026
-5.4%-1.8% vs index
Why this score
Tata Focused scores 28/100 — #24 of 28 Focused fund (Avoid). The main drag is its 5y return (better than only 19% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return9.55% · 19th percentile in category
3Y return9.17% · 20th percentile in category
Sharpe ratio0.18 · 16th percentile in category
Sortino ratio0.25 · 18th percentile in category
Alpha-1.97 · 20th percentile in category
1Y return-4.95% · 5th percentile in category
Top holdings
1.ICICI Bank Ltd7.72%
2.HDFC Bank Ltd7.02%
3.Axis Bank Ltd6.18%
4.Ultratech Cement Ltd5.04%
5.Reliance Industries Ltd4.9%
28 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.