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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Sonam Udasi

05 May 25 | 12:00 AM

42.40 0.50 (1.20%)

  • Underperforms

    10.13%

    Return (1Y)

    underperformed Nifty India Consumption TRI by -1.15%

  • Less Volatile

    1.04%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.03%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVJul 04Aug 04Sep 04Nov 04
JavaScript chart by amCharts 3.20.9Tata India Consumer Fund (G)

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 India Consumer Fund (G), has underperformed Nifty India Consumption TRI by -1.15% (CAGR difference)

10.13%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.910.010.110.210.310.410.510.610.710.810.911.011.111.211.311.4
JavaScript chart by amCharts 3.20.9Tata India Consumer Fund (G) Nifty India Consumption TRI

Risk

In last 1 year , the volatility of Tata India Consumer Fund (G) is Lower than Nifty India Consumption TRI by -0.03%

1.04%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.0381.0401.0421.0441.0461.0481.0501.0521.0541.0561.0581.0601.0621.0641.0661.0681.0701.072
JavaScript chart by amCharts 3.20.9Tata India Consumer Fund (G) Nifty India Consumption TRI

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-20-10010
JavaScript chart by amCharts 3.20.9Tata India Consumer Fund (G) Nifty India Consumption TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-10-505
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 17 Stocks beating the benchmark 21 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition