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Tata Ethical Fund - (IDCW) Equity Theme - Shariah

INVEST

Plan: OPEN | Option: Dividend | Abhinav Sharma

18 Aug 26 | 12:00 AM

143.52 -1.39 (-0.96%)

  • Underperforms

    -2.94%

    Return (1Y)

    underperformed Nifty 500 Shariah TRI by -4.39%

  • Less Volatile

    0.81%

    Standard Deviation (1Y)

    Lower Equity Theme - Shariah by -0.18%

  • Not so consistent

    5/12

    Months

    Has beaten Equity Theme - Shariah

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Tata Ethical Fund - (IDCW), has beaten by -4.39% (CAGR difference)

-2.94%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

19 Aug 2025

Risk

In last 1 year , the volatility of Tata Ethical Fund - (IDCW) is Lower than by -0.18%

0.81%

Less Volatile

Risk Meter

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

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition