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

Plan: OPEN | Option: Growth | Abhinav Sharma

25 Jul 24 | 12:00 AM

417.60 1.03 (0.25%)

  • Underperforms

    35.44%

    Return (1Y)

    underperformed Nifty 500 Shariah TRI by -9.66%

  • Less Volatile

    0.76%

    Standard Deviation (1Y)

    Lower Equity Theme - Shariah by -0.07%

  • Inconsistent

    2/10

    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 -9.66% (CAGR difference)

35.44%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

01 Sep 2023

Risk

In last 1 year , the volatility of Tata Ethical Fund - (G) is Lower than by -0.07%

0.76%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 10 Months, i.e 20% 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