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

Plan: OPEN | Option: Growth | Abhinav Sharma

03 Jul 25 | 12:00 AM

386.79 0.13 (0.03%)

  • Underperforms

    -5.13%

    Return (1Y)

    underperformed Nifty 500 Shariah TRI by -2.05%

  • Less Volatile

    0.84%

    Standard Deviation (1Y)

    Lower Equity Theme - Shariah by -0.29%

  • Not so consistent

    5/12

    Months

    Has beaten Equity Theme - Shariah

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVApr 06May 06Jun 06Sep 06Oct 06Nov 06Dec 06
JavaScript chart by amCharts 3.20.9Tata 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

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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 -2.05% (CAGR difference)

-5.13%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

04 Jul 2024

JavaScript chart by amCharts 3.20.9-5.4-5.2-5.0-4.8-4.6-4.4-4.2-4.0-3.8-3.6-3.4-3.2-3.0-2.8
JavaScript chart by amCharts 3.20.9Tata 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 -0.29%

0.84%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.820.840.860.880.900.920.940.960.981.001.021.041.061.081.101.121.141.16
JavaScript chart by amCharts 3.20.9Tata Ethical Fund - (G) Nifty 500 Shariah TRI

Peer Comparison on Risk - Return

Consistency

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

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-20-10010
JavaScript chart by amCharts 3.20.9Tata Ethical Fund - (G) Nifty 500 Shariah TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-2024
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, 14 Stocks beating the benchmark 52 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

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