Quotes

Back To Menu

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

Plan: OPEN | Option: Dividend | Sailesh Jain

24 May 19 | 12:00 AM

15.85 0.12 (0.75%)

  • Outperforms

    5.25%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 0.22%

  • Less Volatile

    0.28%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.27%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

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 Equity Saving Fund - (Div-Periodic), has beaten its benchmark, Hybrid - Equity Oriented by 0.22% (CAGR difference)

5.25%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

25 May 2018

Risk

In last 1 year , the volatility of Tata Equity Saving Fund - (Div-Periodic),is Lower than its benchmark, Hybrid - Equity Oriented by -0.27%

0.28%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

View Stock Composition