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Tata Equity P/E Fund - (Div-Trigger - Opt A - 5%)
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Plan: OPEN | Option: Dividend | Sonam Udasi

20 Sep 19 | 12:00 AM

57.29 3.05 (5.62%)

  • Underperforms

    -5.40%

    Return (1Y)

    underperformed by -9.88%

  • Less Volatile

    0.93%

    Standard Deviation (1Y)

    Lower than by -0.35%

  • Not so consistent

    6/12

    Months

    Has beaten

  • Value research rating

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Tata Equity P/E Fund - (Div-Trigger - Opt A - 5%), has underperformed its benchmark, by -9.88% (CAGR difference)

-5.40%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

23 Sep 2018

Risk

In last 1 year , the volatility of Tata Equity P/E Fund - (Div-Trigger - Opt A - 5%),is Lower than its benchmark, by -0.35%

0.93%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark,

Consistency Meter

View Stock Composition