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Tata Floating Rate Fund-Regular (IDCW-Periodic) RI Ultra Short Term Funds
INVEST

Plan: OPEN | Option: Dividend | Akhil Mittal

20 Dec 24 | 12:00 AM

12.21 -0.01 (-0.09%)

  • Outperforms

    7.76%

    Return (1Y)

    beaten Ultra Short Term Funds by 0.21%

  • Less Volatile

    0.03%

    Standard Deviation (1Y)

    Lower than Ultra Short Term Funds by -0.03%

  • Consistent

    7/12

    Months

    Has beaten Ultra Short Term Funds

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year Tata Floating Rate Fund-Regular (IDCW-Periodic) RI, has beaten its benchmark, Ultra Short Term Funds by 0.21% (CAGR difference)

7.76%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of Tata Floating Rate Fund-Regular (IDCW-Periodic) RI,is Lower than its benchmark, Ultra Short Term Funds by -0.03%

0.03%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It has beaten its benchmark, Ultra Short Term Funds

Consistency Meter

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