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

Plan: OPEN | Option: Dividend | Amit Somani

20 Dec 24 | 12:00 AM

11.81 -0.01 (-0.08%)

  • Underperforms

    8.07%

    Return (1Y)

    underperformed Income Funds by -0.32%

  • Less Volatile

    0.05%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.12%

  • Not so consistent

    4/12

    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), has underperformed its benchmark, Income Funds by -0.32% (CAGR difference)

8.07%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

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 -0.12%

0.05%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It has beaten its benchmark, Income Funds

Consistency Meter

View Stock Composition