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Tata Value Fund - (G) Equity - Diversified
INVEST

Plan: OPEN | Option: Growth | Sonam Udasi

04 Dec 25 | 12:00 AM

360.04 -0.27 (-0.08%)

  • Underperforms

    0.56%

    Return (1Y)

    underperformed Nifty 500 TRI by -3.26%

  • Less Volatile

    0.88%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.10%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Tata Value Fund - (G), has beaten by -3.26% (CAGR difference)

0.56%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

05 Dec 2024

Risk

In last 1 year , the volatility of Tata Value Fund - (G) is Lower than by -0.10%

0.88%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition