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Tata Resources & Energy Fund (IDCW) RI Equity Theme - Natural Resources
INVEST

Plan: OPEN | Option: Dividend | Satish Chandra Mishra

25 Jul 24 | 12:00 AM

41.03 0.15 (0.38%)

  • Underperforms

    44.77%

    Return (1Y)

    underperformed Nifty Commodities TRI by -7.62%

  • Less Volatile

    1.31%

    Standard Deviation (1Y)

    Lower Equity Theme - Natural Resources by -0.04%

  • Inconsistent

    3/10

    Months

    Has underperformed Equity Theme - Natural Resources

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Tata Resources & Energy Fund (IDCW) RI, has underperformed by -7.62% (CAGR difference)

44.77%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

01 Sep 2023

Risk

In last 1 year , the volatility of Tata Resources & Energy Fund (IDCW) RI is Lower than by -0.04%

1.31%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 10 Months, i.e 30% of the times It underperformed 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