Tata Equity Saving Fund - (App) Hybrid - Equity Oriented

Plan: OPEN | Option: Growth | Sailesh Jain

07 Aug 20 | 12:00 AM

34.03 0.01 (0.03%)

  • Underperforms

    3.90%

    Return (1Y)

    underperformed by -1.71%

  • Less Volatile

    0.65%

    Standard Deviation (1Y)

    Lower Hybrid - Equity Oriented by -0.66%

  • Inconsistent

    2/12

    Months

    Has underperformed Hybrid - Equity Oriented

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • Tata Regular Saving Equity Fund - (App) fund has been the 10th best in the 5Y SIP performance in the Hybrid - Equity Oriented category

  • Tata Regular Saving Equity Fund - (App) fund has been the 10th best in the 3Y SIP performance in the Hybrid - Equity Oriented category

  • Tata Regular Saving Equity Fund - (App) fund has been the 10th best in the 1Y SIP performance in the Hybrid - Equity Oriented category

Critical Parameters

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Returns

In last 1 year Tata Equity Saving Fund - (App), has underperformed by -1.71% (CAGR difference)

3.90%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Equity Saving Fund - (App) is Lower than by -0.66%

0.65%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 12 Months, i.e 16.67% of the times It underperformed its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition