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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Kapil Menon

16 Jun 25 | 12:00 AM

12.30 0.10 (0.83%)

  • Underperforms

    16.98%

    Return (1Y)

    underperformed Nifty Financial Services TRI by -1.30%

  • Less Volatile

    0.98%

    Standard Deviation (1Y)

    Lower Equity - Index by -0.05%

  • Inconsistent

    2/12

    Months

    Has underperformed Equity - Index

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9
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 underperformed Nifty Financial Services TRI by -1.30% (CAGR difference)

16.98%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.916.816.917.017.117.217.317.417.517.617.717.817.918.018.118.218.318.4
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 -0.05%

0.98%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.9750.9800.9850.9900.9951.0001.0051.0101.0151.0201.0251.0301.035
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 12 Months, i.e 16.67% 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 ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-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 AlphaJanJanJanJanJanJanJanJanJanJanJanJan-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, 13 Stocks beating the benchmark 7 Stocks not beating the benchmark

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

View Stock Composition