Plan: OPEN | Option: Growth | RahulSingh

15 Mar 24 | 12:00 AM

18.54 -0.05 (-0.26%)

  • Underperforms

    23.30%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -4.77%

  • Less Volatile

    0.32%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.13%

  • Not so consistent

    5/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Scheme Trivia

  • Tata Balanced Advantage Fund (G) fund has been given the 10th best Risk adjusted performance for the past 5Y in the Hybrid - Equity Oriented category

  • Tata Balanced Advantage Fund (G) fund has been given the 10th best Risk adjusted performance for the past 3Y in the Hybrid - Equity Oriented category

  • Tata Balanced Advantage Fund (G) fund has been given the 10th best Risk adjusted performance for the past 1Y in the Hybrid - Equity Oriented category

Critical Parameters

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Returns

In last 1 year Tata Balanced Advantage Fund (G), has underperformed its benchmark, Hybrid - Equity Oriented by -4.77% (CAGR difference)

23.30%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Balanced Advantage Fund (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.13%

0.32%

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 has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 46 Stocks beating the benchmark 19 Stocks not beating the benchmark

View Stock Composition