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Underperforms
-0.73%
Return (1Y)
underperformed Nifty 500 Shariah TRI by -2.40%
Less Volatile
0.90%
Standard Deviation (1Y)
Lower Equity Theme - Shariah by -0.27%
Not so consistent
4/12
Months
Has beaten Equity Theme - Shariah
Value research rating
Not Rated
Stock Composition
NAV
JavaScript chart by amCharts 3.20.9 NAV Apr 04 Jul 04 Aug 04 Sep 04 Nov 04
JavaScript chart by amCharts 3.20.9 Tata Ethical Fund - (G)
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 the 2nd best in the 5Y SIP performance in the Equity Theme - Shariah category
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
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 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 Nifty 500 Shariah TRI by -2.40% (CAGR difference)
This is -ve Alpha
Performance Chart for Rs
Invested in
JavaScript chart by amCharts 3.20.9 -1.0 -0.8 -0.6 -0.4 -0.2 0.0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 JavaScript chart by amCharts 3.20.9 Tata Ethical Fund - (G) Nifty 500 Shariah TRI
Risk
In last 1 year , the volatility of Tata Ethical Fund - (G) is Lower than Nifty 500 Shariah TRI by -0.27%
Risk Meter
JavaScript chart by amCharts 3.20.9 0.88 0.90 0.92 0.94 0.96 0.98 1.00 1.02 1.04 1.06 1.08 1.10 1.12 1.14 1.16 1.18 JavaScript chart by amCharts 3.20.9 Tata Ethical Fund - (G) Nifty 500 Shariah TRI
Peer Comparison on Risk - Return
Consistency
For 4 out of Last 12 Months, i.e 33.33% of the times It beaten its benchmark, Equity Theme - Shariah
Consistency Meter
JavaScript chart by amCharts 3.20.9 JavaScript chart by amCharts 3.20.9 Consistent Inconsistent
JavaScript chart by amCharts 3.20.9 Monthly Return Comparison Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan -20 -10 0 10 JavaScript chart by amCharts 3.20.9 Tata Ethical Fund - (G) Nifty 500 Shariah TRI JavaScript chart by amCharts 3.20.9 Monthly Alpha Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan Jan -2 0 2 4 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, 13 Stocks beating the benchmark 53 Stocks not beating the benchmark
JavaScript chart by amCharts 3.20.9 JavaScript chart by amCharts 3.20.9 Outperforming Stocks Underperforming Stocks
View Stock Composition
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