Market Snapshot
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  • Nifty Small 100: 18798.75 -0.53%
  • Nifty IT: 38784.3 1.26%
  • Nifty PSU Bank: 7107.75 -0.88%
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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Kapil Menon

11 Jun 25 | 12:00 AM

10.46 0.01 (0.09%)

  • Underperforms

    -6.43%

    Return (1Y)

    underperformed S&P BSE Sensex by -14.35%

  • More Volatile

    1.85%

    Standard Deviation (1Y)

    Higher Equity - Index by 1.01%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Index

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9NAVDec 05
JavaScript chart by amCharts 3.20.9Tata Nifty Realty Index Fund - Regular (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 Nifty Realty Index Fund - Regular (G), has underperformed S&P BSE Sensex by -14.35% (CAGR difference)

-6.43%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9-8-6-4-20246810
JavaScript chart by amCharts 3.20.9Tata Nifty Realty Index Fund - Regular (G) S&P BSE Sensex

Risk

In last 1 year , the volatility of Tata Nifty Realty Index Fund - Regular (G) is Higher than S&P BSE Sensex by 1.01%

1.85%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.70.80.91.01.11.21.31.41.51.61.71.81.92.0
JavaScript chart by amCharts 3.20.9Tata Nifty Realty Index Fund - Regular (G) S&P BSE Sensex

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% 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-20-10010
JavaScript chart by amCharts 3.20.9Tata Nifty Realty Index Fund - Regular (G) S&P BSE Sensex
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-20-10010
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, 2 Stocks beating the benchmark 8 Stocks not beating the benchmark

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

View Stock Composition