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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Kapil Menon

30 May 25 | 12:00 AM

12.28 0.02 (0.20%)

  • Outperforms

    21.33%

    Return (1Y)

    beaten Nifty Financial Services TRI by 0.28%

  • Less Volatile

    1.16%

    Standard Deviation (1Y)

    Lower Equity - Index by -0.04%

  • Inconsistent

    2/11

    Months

    Has underperformed Equity - Index

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVMay 05Jun 05Jul 05Sep 05Dec 0511.811.912.012.112.2
JavaScript chart by amCharts 3.20.9Tata Nifty Financial Services Index Fund-Reg (IDCW) RI

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 Nifty Financial Services Index Fund-Reg (IDCW) RI, has beaten Nifty Financial Services TRI by 0.29% (CAGR difference)

21.33%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.921.0221.0421.0621.0821.1021.1221.1421.1621.1821.2021.2221.2421.2621.2821.3021.3221.3421.36
JavaScript chart by amCharts 3.20.9Tata Nifty Financial Services Index Fund-Reg (IDCW) RI Nifty Financial Services TRI

Risk

In last 1 year , the volatility of Tata Nifty Financial Services Index Fund-Reg (IDCW) RI is Lower than Nifty Financial Services TRI by -0.04%

1.16%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.1551.1601.1651.1701.1751.1801.1851.1901.1951.2001.205
JavaScript chart by amCharts 3.20.9Tata Nifty Financial Services Index Fund-Reg (IDCW) RI Nifty Financial Services TRI

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 11 Months, i.e 18.18% of the times It underperformed its benchmark, Equity - Index

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJan-5051015
JavaScript chart by amCharts 3.20.9Tata Nifty Financial Services Index Fund-Reg (IDCW) RI Nifty Financial Services TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJan-1012
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, 14 Stocks beating the benchmark 6 Stocks not beating the benchmark

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

View Stock Composition