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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Amit Somani

31 Mar 25 | 12:00 AM

12.07 0.00 (0.04%)

  • Underperforms

    8.16%

    Return (1Y)

    underperformed Income Funds by -0.49%

  • Less Volatile

    0.05%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.13%

  • Inconsistent

    3/11

    Months

    Has underperformed Income Funds

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVApr 03May 03Jun 03Jul 03Oct 03Nov 03Dec 0311.97511.98011.98511.99011.99512.000
JavaScript chart by amCharts 3.20.9Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW)

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), has Underperformed its benchmark, Income Funds by -0.48% (CAGR difference)

8.16%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.98.158.208.258.308.358.408.458.508.558.608.65
JavaScript chart by amCharts 3.20.9Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW) Income Funds

Risk

In last 1 year , the volatility of Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW),is Lower than its benchmark, Income Funds by -0.13%

0.05%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.040.050.060.070.080.090.100.110.120.130.140.150.160.170.18
JavaScript chart by amCharts 3.20.9Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW) Income Funds

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 11 Months, i.e 27.27% of the times It has beaten its benchmark, Income Funds

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan0.00.51.01.52.0
JavaScript chart by amCharts 3.20.9Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund (IDCW) Income Funds
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-1.0-0.50.00.5
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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