18
Index — Large CapAvoid
Tata S&P BSE Sensex Index
Tata · Direct–Growth · rank #76 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-9.9%
-2.5% vs index
3 Years
4.0%
-2.0% vs index
5 Years
5.6%
-1.2% vs index
Since launch
10.9%
Why this score
Tata S&P BSE Sensex Index scores 18/100 — #76 of 82 Index — Large Cap fund (Avoid). The main drag is its 3y return (better than only 3% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return4.03% · 3rd percentile in category
5Y return5.61% · 4th percentile in category
1Y return-9.86% · 10th percentile in category
Fund size387.15 Cr · 57th percentile in category
Expense ratio0.33% · 53rd percentile in category
Top holdings
1.HDFC Bank Ltd11.84%
2.ICICI Bank Ltd11.39%
3.Reliance Industries Ltd9.53%
4.Bharti Airtel Ltd6.11%
5.Larsen & Toubro Ltd5.17%
30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.