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

Plan: OPEN | Option: Dividend | Akhil Mittal

25 Jul 24 | 12:00 AM

11.83 0.01 (0.06%)

  • Underperforms

    7.13%

    Return (1Y)

    underperformed Ultra Short Term Funds by -0.13%

  • Less Volatile

    0.03%

    Standard Deviation (1Y)

    Lower than Ultra Short Term Funds by -0.06%

  • Not so consistent

    4/10

    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 underperformed its benchmark, Ultra Short Term Funds by -0.13% (CAGR difference)

7.13%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

01 Sep 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 -0.06%

0.03%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 10 Months, i.e 40% of the times It has beaten its benchmark, Ultra Short Term Funds

Consistency Meter

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