EquitySectoral/ ThematicDirect · Growth
Tata India Pharma & Healthcare Fund-Direct Plan-Growth
Tata · Scheme 135810
₹40.03▼ 0.20%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
20.6%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.49% |
| 3 Months | +11.14% |
| 6 Months | +17.70% |
| 1 Year | +12.48% |
| 3 Years (CAGR) | +20.63% |
| 5 Years (CAGR) | +15.40% |
| 10 Years (CAGR) | +14.90% |
| Since Launch | +13.95% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns77
Consistency76
Risk-adjusted50
Downside protection91
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +20.6%
- ✓ 3Y CAGR vs category: +3.9% vs category avg
- ✓ Positive 3Y windows: 91% of rolling 3Y windows positive
- ✓ Beat category: beat category in 74% of windows
- ✓ Alpha vs benchmark: +14.2%
What to watch
- • Sharpe ratio: 0.52
- • Sortino ratio: 0.75
Risk metrics
Sharpe ratio
0.52
Sortino ratio
0.75
Volatility
15.32%
Max drawdown
-19.84%
Downside capture
47.60%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.