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

Plan: OPEN | Option: Growth | Satish Chandra Mishra

22 Jul 24 | 12:00 AM

44.51 0.40 (0.92%)

  • Underperforms

    45.29%

    Return (1Y)

    underperformed Nifty Commodities TRI by -5.93%

  • Less Volatile

    1.26%

    Standard Deviation (1Y)

    Lower Equity Theme - Natural Resources by -0.05%

  • 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 been the 2nd best in 5Y performance in the Equity Theme - Natural Resources category

  • Tata Resources & Energy Fund (G) fund has been given the 2nd 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 -5.93% (CAGR difference)

45.29%

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 -0.05%

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