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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Amit Somani

09 Jun 25 | 12:00 AM

12.44 0.00 (0.01%)

  • Underperforms

    10.02%

    Return (1Y)

    underperformed Income Funds by -0.05%

  • Less Volatile

    0.06%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.13%

  • Not so consistent

    5/12

    Months

    Has beaten Income Funds

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW) RI

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 Underperformed its benchmark, Income Funds by -0.05% (CAGR difference)

10.02%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.910.0210.0310.0410.0510.0610.07
JavaScript chart by amCharts 3.20.9Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW) RI Income Funds

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 -0.13%

0.06%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.040.050.060.070.080.090.100.110.120.130.140.150.160.170.180.190.20
JavaScript chart by amCharts 3.20.9Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW) RI Income Funds

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It has beaten its benchmark, Income Funds

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-1012
JavaScript chart by amCharts 3.20.9Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW) RI Income Funds
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-1.0-0.50.00.51.0
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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