Plan: OPEN | Option: Growth | Chandraprakash Padiyar

10 Aug 20 | 12:00 AM

206.91 0.81 (0.39%)

  • Underperforms

    -1.06%

    Return (1Y)

    underperformed by -7.19%

  • More Volatile

    1.38%

    Standard Deviation (1Y)

    Higher Hybrid - Equity Oriented by 0.06%

  • Not so consistent

    5/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • Tata Balanced Fund - Regular (G) fund has topped the 5Y SIP performance in the Hybrid - Equity Oriented category

  • Tata Balanced Fund - Regular (G) fund has topped the 3Y SIP performance in the Hybrid - Equity Oriented category

  • Tata Balanced Fund - Regular (G) fund has topped the 1Y SIP performance in the Hybrid - Equity Oriented category

Critical Parameters

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Returns

In last 1 year Tata Hybrid Equity Fund - Regular (G), has beaten by -7.19% (CAGR difference)

-1.06%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Hybrid Equity Fund - Regular (G) is Higher than by 0.06%

1.38%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition