71
Index — Factor / Smart BetaBuy
Tata BSE Quality Index
Tata · Direct–Growth · rank #5 of 55 by Smart Score
Data updated
Trailing returns
1 Year
-2.9%
-0.8% vs index
3 Years
—
5 Years
—
Since launch
10.2%
Year-by-year performance
2026
-3.4%+0.3% vs index
Why this score
Tata BSE Quality Index scores 71/100 — #5 of 55 Index — Factor / Smart Beta fund (Buy). It stands out for sharpe ratio and sortino ratio — beating 92% of peers on sharpe ratio. The main drag is its fund size (better than only 30% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
Sharpe ratio0.27 · 92nd percentile in category
Sortino ratio0.39 · 92nd percentile in category
Expense ratio0.41% · 86th percentile in category
Alpha0.45 · 83rd percentile in category
Fund size57.27 Cr · 30th percentile in category
Volatility13.86 · 48th percentile in category
Top holdings
1.Hindustan Aeronautics Ltd6.81%
2.Nestle India Ltd6.06%
3.GE T&D India Ltd5.88%
4.Cummins India Ltd5.85%
5.Hero Motocorp Ltd5.66%
30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.