Tata Resources & Energy Fund (G) Equity Theme - Natural Resources

Plan: OPEN | Option: Growth | Satish Chandra Mishra

31 May 23 | 12:00 AM

29.31 -0.06 (-0.21%)

  • Outperforms

    8.67%

    Return (1Y)

    beaten Nifty Commodities TRI by 0.53%

  • Less Volatile

    1.00%

    Standard Deviation (1Y)

    Lower Equity Theme - Natural Resources by -0.01%

  • Not so consistent

    5/11

    Months

    Has beaten Equity Theme - Natural Resources

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Tata Resources & Energy Fund (G) fund has been the 2nd best in 5Y performance in the Equity Theme - Natural Resources category

  • Tata Resources & Energy Fund (G) fund has been given the 2nd best Risk adjusted performance for the past 5Y in the Equity Theme - Natural Resources category

  • Tata Resources & Energy Fund (G) fund has been the 2nd best in the 5Y SIP performance in the Equity Theme - Natural Resources category

Critical Parameters

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Returns

In last 1 year Tata Resources & Energy Fund (G), has beaten by 0.53% (CAGR difference)

8.67%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Resources & Energy Fund (G) is Lower than by -0.01%

1.00%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 11 Months, i.e 45.45% of the times It beaten its benchmark, Equity Theme - Natural Resources

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

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

View Stock Composition