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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Ashutosh Shirwaikar

11 Jul 25 | 12:00 AM

14.85 -0.12 (-0.81%)

  • Underperforms

    3.53%

    Return (1Y)

    underperformed Nifty 50 TRI by -1.15%

  • Less Volatile

    0.86%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.04%

  • Inconsistent

    2/12

    Months

    Has underperformed Equity - Tax Planning

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Navi ELSS Tax Saver Nifty 50 Index Fund-Reg (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 Navi ELSS Tax Saver Nifty 50 Index Fund-Reg (IDCW), has underperformed Nifty 50 TRI by -1.15% (CAGR difference)

3.53%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.93.43.53.63.73.83.94.04.14.24.34.44.54.64.74.8
JavaScript chart by amCharts 3.20.9Navi ELSS Tax Saver Nifty 50 Index Fund-Reg (IDCW) Nifty 50 TRI

Risk

In last 1 year , the volatility of Navi ELSS Tax Saver Nifty 50 Index Fund-Reg (IDCW) is Lower than Nifty 50 TRI by -0.04%

0.86%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.8550.8600.8650.8700.8750.8800.8850.8900.8950.9000.905
JavaScript chart by amCharts 3.20.9Navi ELSS Tax Saver Nifty 50 Index Fund-Reg (IDCW) Nifty 50 TRI

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 12 Months, i.e 16.67% of the times It underperformed its benchmark, Equity - Tax Planning

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9Navi ELSS Tax Saver Nifty 50 Index Fund-Reg (IDCW) Nifty 50 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-1012
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 20 Stocks beating the benchmark 30 Stocks not beating the benchmark

View Stock Composition