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Tata Ethical Fund - (G) Equity Theme - Shariah
INVEST

Plan: OPEN | Option: Growth | Abhinav Sharma

25 Oct 24 | 12:00 AM

402.77 -4.05 (-0.99%)

  • Outperforms

    31.15%

    Return (1Y)

    beaten Nifty 500 Shariah TRI by 5.00%

  • Less Volatile

    0.79%

    Standard Deviation (1Y)

    Lower Equity Theme - Shariah by -0.09%

  • 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

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 Ethical Fund - (G), has underperformed by 5.00% (CAGR difference)

31.15%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

21 Nov 2023

Risk

In last 1 year , the volatility of Tata Ethical Fund - (G) is Lower than by -0.09%

0.79%

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