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

Plan: OPEN | Option: Dividend | Satish Chandra Mishra

08 Dec 22 | 12:00 AM

27.13 0.09 (0.33%)

  • Underperforms

    4.45%

    Return (1Y)

    underperformed Nifty Commodities TRI by -5.18%

  • Less Volatile

    1.32%

    Standard Deviation (1Y)

    Lower Equity Theme - Natural Resources by -0.40%

  • Inconsistent

    3/12

    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), has underperformed by -5.18% (CAGR difference)

4.45%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Resources & Energy Fund (IDCW) is Lower than by -0.40%

1.32%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% 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