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Tata Equity Saving Fund - (Div-Periodic) Hybrid - Equity Oriented
Invest

Plan: OPEN | Option: Dividend | Sailesh Jain

25 Sep 20 | 12:00 AM

16.33 0.15 (0.90%)

  • Outperforms

    2.89%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 1.42%

  • Less Volatile

    0.64%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.64%

  • Inconsistent

    3/12

    Months

    Has underperformed Hybrid - Equity Oriented

  • Value research rating

Critical Parameters

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Returns

In last 1 year Tata Equity Saving Fund - (Div-Periodic), has beaten its benchmark, Hybrid - Equity Oriented by 1.42% (CAGR difference)

2.89%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

27 Sep 2019

Risk

In last 1 year , the volatility of Tata Equity Saving Fund - (Div-Periodic),is Lower than its benchmark, Hybrid - Equity Oriented by -0.64%

0.64%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

View Stock Composition