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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Kapil Menon

27 May 25 | 12:00 AM

12.09 -0.01 (-0.09%)

  • Outperforms

    19.88%

    Return (1Y)

    beaten S&P BSE Sensex by 11.71%

  • More Volatile

    1.15%

    Standard Deviation (1Y)

    Higher Equity - Index by 0.18%

  • Consistent

    7/12

    Months

    Has beaten Equity - Index

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Tata Nifty MidSmall Healthcare 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 MidSmall Healthcare Index Fund-Reg (IDCW) RI, has beaten S&P BSE Sensex by 11.71% (CAGR difference)

19.88%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9789101112131415161718192021
JavaScript chart by amCharts 3.20.9Tata Nifty MidSmall Healthcare Index Fund-Reg (IDCW) RI S&P BSE Sensex

Risk

In last 1 year , the volatility of Tata Nifty MidSmall Healthcare Index Fund-Reg (IDCW) RI is Higher than S&P BSE Sensex by 0.18%

1.15%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.960.981.001.021.041.061.081.101.121.141.161.18
JavaScript chart by amCharts 3.20.9Tata Nifty MidSmall Healthcare Index Fund-Reg (IDCW) RI S&P BSE Sensex

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It beaten 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-20-1001020
JavaScript chart by amCharts 3.20.9Tata Nifty MidSmall Healthcare Index Fund-Reg (IDCW) RI S&P BSE Sensex
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-10010
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, 19 Stocks beating the benchmark 11 Stocks not beating the benchmark

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

View Stock Composition