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

Plan: OPEN | Option: Growth | Satish Chandra Mishra

25 Jan 22 | 12:00 AM

28.33 0.26 (0.92%)

  • Underperforms

    40.57%

    Return (1Y)

    underperformed Nifty Commodities TRI by -11.28%

  • Less Volatile

    1.34%

    Standard Deviation (1Y)

    Lower Equity Theme - Natural Resources by -1.08%

  • Not so consistent

    5/12

    Months

    Has beaten Equity Theme - Natural Resources

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

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

  • Tata Resources & Energy Fund (G) fund has been given the 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 -11.28% (CAGR difference)

40.57%

Underperforms

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 -1.08%

1.34%

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