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My Portfolio:
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Tata Ethical Fund - (IDCW) Equity Theme - Shariah

Plan: OPEN | Option: Dividend | Abhinav Sharma

02 May 25 | 12:00 AM

149.42 -0.96 (-0.64%)

  • 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 -0.28%

  • Not so consistent

    4/12

    Months

    Has beaten Equity Theme - Shariah

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9NAVJul 04Aug 04Sep 04Nov 04
JavaScript chart by amCharts 3.20.9Tata Ethical Fund - (IDCW)

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 - (IDCW), has underperformed Nifty 500 Shariah TRI by -2.40% (CAGR difference)

-0.73%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Ethical Fund - (IDCW) is Lower than Nifty 500 Shariah TRI by -0.28%

0.90%

Less Volatile

Risk Meter

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 3.20.9ConsistentInconsistent

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 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition