Market Snapshot
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  • Nifty IT: 37321.75 -1.15%
  • Nifty PSU Bank: 6976 2.88%
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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Kapil Menon

28 May 25 | 12:00 AM

9.62 -0.01 (-0.15%)

  • Underperforms

    -7.80%

    Return (1Y)

    underperformed S&P BSE Sensex by -15.97%

  • More Volatile

    1.98%

    Standard Deviation (1Y)

    Higher Equity - Index by 1.01%

  • Not so consistent

    5/12

    Months

    Has beaten 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 Realty Index Fund - Regular (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 Realty Index Fund - Regular (IDCW) RI, has underperformed S&P BSE Sensex by -15.97% (CAGR difference)

-7.80%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9-10-8-6-4-20246810
JavaScript chart by amCharts 3.20.9Tata Nifty Realty Index Fund - Regular (IDCW) RI S&P BSE Sensex

Risk

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

1.98%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.80.91.01.11.21.31.41.51.61.71.81.92.02.1
JavaScript chart by amCharts 3.20.9Tata Nifty Realty Index Fund - Regular (IDCW) RI S&P BSE Sensex

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% 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 (IDCW) RI 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, 3 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