44
Pharma & HealthcareAvoid
Tata India Pharma & Healthcare
Tata · Direct–Growth · rank #12 of 19 by Smart Score
Data updated
Trailing returns
1 Year
9.2%
+11.3% vs index
3 Years
19.8%
+10.0% vs index
5 Years
14.7%
+5.2% vs index
Since launch
13.6%
Year-by-year performance
2021
+20.9%-9.8% vs index
2022
-6.6%-10.4% vs index
2023
+38.6%+12.1% vs index
2024
+42.5%+26.8% vs index
2025
-3.5%-11.1% vs index
2026
+11.7%+15.3% vs index
Why this score
Tata India Pharma & Healthcare scores 44/100 — #12 of 19 Pharma & Healthcare fund (Avoid). It stands out for volatility and alpha — beating 78% of peers on volatility. The main drag is its 3y return (better than only 14% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
3Y return19.79% · 14th percentile in category
Volatility13.23 · 78th percentile in category
Alpha10.35 · 78th percentile in category
5Y return14.69% · 39th percentile in category
1Y return9.24% · 9th percentile in category
Fund size1565.28 Cr · 66th percentile in category
Top holdings
1.Sun Pharmaceutical Industries Ltd8.43%
2.Healthcare Global Enterprises Ltd6.3%
3.Divi's Laboratories Ltd5.65%
4.Abbott India Ltd5.44%
5.Rainbow Childrens Medicare Ltd4.47%
41 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.