Tata Ethical Fund - (G) Equity Theme - Shariah

Plan: OPEN | Option: Growth | Ennettee Fernandes

30 Sep 20 | 12:00 AM

172.21 0.49 (0.29%)

  • Underperforms

    9.06%

    Return (1Y)

    underperformed Nifty 500 Shariah TRI by -5.95%

  • Less Volatile

    1.46%

    Standard Deviation (1Y)

    Lower Equity Theme - Shariah by -1.44%

  • Inconsistent

    3/11

    Months

    Has underperformed Equity Theme - Shariah

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Tata Ethical Fund - (G) fund has been the 2nd best in 5Y performance in the Equity Theme - Shariah category

  • Tata Ethical Fund - (G) fund has been given the 2nd best Risk adjusted performance for the past 5Y in the Equity Theme - Shariah category

  • Tata Ethical Fund - (G) fund has been the 2nd best in the 5Y SIP performance in the Equity Theme - Shariah category

Critical Parameters

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Returns

In last 1 year Tata Ethical Fund - (G), has underperformed by -5.95% (CAGR difference)

9.06%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Ethical Fund - (G) is Lower than by -1.44%

1.46%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 11 Months, i.e 27.27% of the times It underperformed its benchmark, Equity Theme - Shariah

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

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

View Stock Composition