Plan: OPEN | Option: Dividend | Amit Somani

04 Dec 25 | 12:00 AM

12.72 -0.00 (-0.02%)

  • Outperforms

    7.87%

    Return (1Y)

    beaten Income Funds by 0.62%

  • Less Volatile

    0.06%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.08%

  • Consistent

    8/12

    Months

    Has beaten Income Funds

  • Value research rating

    Not Rated

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 Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW) RI, has beaten its benchmark, Income Funds by 0.62% (CAGR difference)

7.87%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW) RI,is Lower than its benchmark, Income Funds by -0.08%

0.06%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It has beaten its benchmark, Income Funds

Consistency Meter

View Stock Composition