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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Meeta Shetty

14 May 25 | 12:00 AM

29.37 0.20 (0.70%)

  • Outperforms

    16.82%

    Return (1Y)

    beaten Nifty Pharma TRI by 2.19%

  • Less Volatile

    1.01%

    Standard Deviation (1Y)

    Lower Equity - Pharma by -0.32%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Pharma

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Tata India Pharma & Healthcare Fund (G)

Scheme Trivia

  • Tata India Pharma & Healthcare Fund (G) fund has been the 10th best in 5Y performance in the Equity - Pharma category

  • Tata India Pharma & Healthcare Fund (G) fund has been the 7th best in the 5Y SIP performance in the Equity - Pharma category

  • Tata India Pharma & Healthcare Fund (G) fund has been the 10th best in 5Y performance in the Equity - Pharma category

  • Tata India Pharma & Healthcare Fund (G) fund has been given the 8th best Risk adjusted performance for the past 5Y in the Equity - Pharma category

  • Tata India Pharma & Healthcare Fund (G) fund has been the 7th best in the 5Y SIP performance in the Equity - Pharma category

  • Tata India Pharma & Healthcare Fund (G) fund has been the 10th best in 5Y performance in the Equity - Pharma category

  • Tata India Pharma & Healthcare Fund (G) fund has been the 7th best in the 5Y SIP performance in the Equity - Pharma category

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 Pharma & Healthcare Fund (G), has beaten Nifty Pharma TRI by 2.19% (CAGR difference)

16.82%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.914.414.614.815.015.215.415.615.816.016.216.416.616.817.017.2
JavaScript chart by amCharts 3.20.9Tata India Pharma & Healthcare Fund (G) Nifty Pharma TRI

Risk

In last 1 year , the volatility of Tata India Pharma & Healthcare Fund (G) is Lower than Nifty Pharma TRI by -0.32%

1.01%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.001.051.101.151.201.251.301.35
JavaScript chart by amCharts 3.20.9Tata India Pharma & Healthcare Fund (G) Nifty Pharma 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 - Pharma

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-20-1001020
JavaScript chart by amCharts 3.20.9Tata India Pharma & Healthcare Fund (G) Nifty Pharma TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-4-202
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, 16 Stocks beating the benchmark 20 Stocks not beating the benchmark

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

View Stock Composition