Tata Ethical Fund - (D) Equity Theme - Shariah

Plan: OPEN | Option: Dividend | Rupesh Patel

12 Dec 18 | 12:00 AM

68.46 1.37 (2.04%)

  • Underperforms

    -6.64%

    Return (1Y)

    underperformed Nifty 500 Shariah TRI by -1.53%

  • Less Volatile

    0.79%

    Standard Deviation (1Y)

    Lower Equity Theme - Shariah by -0.11%

  • 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 - (D), has beaten by -1.53% (CAGR difference)

-6.64%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Ethical Fund - (D) is Lower than by -0.11%

0.79%

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