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

Plan: OPEN | Option: Dividend | Sailesh Jain

25 Jan 21 | 12:00 AM

17.97 -0.05 (-0.27%)

  • Underperforms

    9.98%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -5.11%

  • Less Volatile

    0.65%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.63%

  • Not so consistent

    4/12

    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 underperformed its benchmark, Hybrid - Equity Oriented by -5.11% (CAGR difference)

9.98%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

26 Jan 2020

Risk

In last 1 year , the volatility of Tata Equity Saving Fund - (Div-Periodic),is Lower than its benchmark, Hybrid - Equity Oriented by -0.63%

0.65%

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, Hybrid - Equity Oriented

Consistency Meter

View Stock Composition