Tata Ethical Fund - (D) Equity Theme - Shariah

Plan: OPEN | Option: Dividend | Ennettee Fernandes

31 Jul 20 | 12:00 AM

67.33 0.52 (0.78%)

  • Underperforms

    11.63%

    Return (1Y)

    underperformed Nifty 500 Shariah TRI by -2.41%

  • Less Volatile

    1.47%

    Standard Deviation (1Y)

    Lower Equity Theme - Shariah by -1.57%

  • Not so consistent

    5/11

    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 -2.41% (CAGR difference)

11.63%

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 -1.57%

1.47%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 11 Months, i.e 45.45% 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