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Tata Equity Saving Fund - (IDCW-M) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Dividend | Sailesh Jain

25 Jul 24 | 12:00 AM

17.24 -0.00 (-0.01%)

  • Underperforms

    16.16%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -11.79%

  • Less Volatile

    0.29%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.32%

  • Not so consistent

    5/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

Critical Parameters

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Returns

In last 1 year Tata Equity Saving Fund - (IDCW-M), has underperformed its benchmark, Hybrid - Equity Oriented by -11.79% (CAGR difference)

16.16%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

27 Jul 2023

Risk

In last 1 year , the volatility of Tata Equity Saving Fund - (IDCW-M),is Lower than its benchmark, Hybrid - Equity Oriented by -0.32%

0.29%

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, 22 Stocks beating the benchmark 6 Stocks not beating the benchmark

View Stock Composition