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Tata BSE Quality Index Fund Direct plan Growth Option

Tata Mutual Fund · Other · Index Funds

₹11.26

-0.1 (-0.89%)

AUM: —

NAV updated 18 days ago

Plan

Direct

Option

Growth

Risk

High

Sharpe Ratio

-0.22

Std Dev (1Y)

13.8%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-4.8%

3m

-0.52%

6m

+4.15%

1y

+1.55%

3y

—

5y

—

10y

—

since inception

+11.89%

TopFund's Take on Tata BSE Quality Index Fund Direct plan Growth Option

Tata BSE Quality Index Fund Direct plan Growth Option is a Index Funds fund from Tata Mutual Fund.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.22 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.8% is fairly typical for Index Funds funds.

Who should invest: This fund is best suited to cost-conscious investors happy to simply match the market rather than try to beat it. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Sector allocation not available yet.

Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about Tata BSE Quality Index Fund Direct plan Growth Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

Discussion

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