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My Portfolio:
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Tata Resources & Energy Fund (IDCW) RI Equity Theme - Natural Resources

Plan: OPEN | Option: Dividend | Satish Chandra Mishra

14 May 25 | 12:00 AM

39.88 0.40 (1.01%)

  • Outperforms

    7.48%

    Return (1Y)

    beaten Nifty Commodities TRI by 6.99%

  • Less Volatile

    1.40%

    Standard Deviation (1Y)

    Lower Equity Theme - Natural Resources by -0.06%

  • Consistent

    8/12

    Months

    Has beaten Equity Theme - Natural Resources

  • 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 Resources & Energy Fund (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 Resources & Energy Fund (IDCW) RI, has beaten Nifty Commodities TRI by 6.99% (CAGR difference)

7.48%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.90.00.51.01.52.02.53.03.54.04.55.05.56.06.57.07.58.0
JavaScript chart by amCharts 3.20.9Tata Resources & Energy Fund (IDCW) RI Nifty Commodities TRI

Risk

In last 1 year , the volatility of Tata Resources & Energy Fund (IDCW) RI is Lower than Nifty Commodities TRI by -0.06%

1.40%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.3951.4001.4051.4101.4151.4201.4251.4301.4351.4401.4451.4501.4551.4601.465
JavaScript chart by amCharts 3.20.9Tata Resources & Energy Fund (IDCW) RI Nifty Commodities TRI

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It beaten its benchmark, Equity Theme - Natural Resources

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-20-1001020
JavaScript chart by amCharts 3.20.9Tata Resources & Energy Fund (IDCW) RI Nifty Commodities TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-505
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, 16 Stocks beating the benchmark 27 Stocks not beating the benchmark

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

View Stock Composition