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Tata Ethical Fund - (IDCW) Equity Theme - Shariah

INVEST

Plan: OPEN | Option: Dividend | Abhinav Sharma

27 Jan 26 | 12:00 AM

154.36 0.05 (0.03%)

  • Outperforms

    2.42%

    Return (1Y)

    beaten Nifty 500 Shariah TRI by 0.37%

  • Less Volatile

    0.77%

    Standard Deviation (1Y)

    Lower Equity Theme - Shariah by -0.25%

  • Consistent

    7/12

    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 0.37% (CAGR difference)

2.42%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

29 Jan 2025

Risk

In last 1 year , the volatility of Tata Ethical Fund - (IDCW) is Lower than by -0.25%

0.77%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% 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