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Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW) RI Income Funds
INVEST

Plan: OPEN | Option: Dividend | Amit Somani

25 Oct 24 | 12:00 AM

11.71 0.00 (0.03%)

  • Underperforms

    8.82%

    Return (1Y)

    underperformed Income Funds by -0.56%

  • Less Volatile

    0.05%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.13%

  • Not so consistent

    4/11

    Months

    Has beaten Income Funds

  • Value research rating

    Not Rated

Critical Parameters

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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 -0.56% (CAGR difference)

8.82%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

21 Nov 2023

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%

0.05%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 11 Months, i.e 36.36% of the times It has beaten its benchmark, Income Funds

Consistency Meter

View Stock Composition