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

Plan: OPEN | Option: Dividend | Satish Chandra Mishra

19 Jul 24 | 12:00 AM

40.34 -1.15 (-2.78%)

  • Underperforms

    43.64%

    Return (1Y)

    underperformed Nifty Commodities TRI by -5.62%

  • Less Volatile

    1.26%

    Standard Deviation (1Y)

    Lower Equity Theme - Natural Resources by -0.06%

  • Not so consistent

    5/12

    Months

    Has beaten 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 beaten by -5.62% (CAGR difference)

43.64%

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 -0.06%

1.26%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% 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