Plan: OPEN | Option: Dividend | Sailesh Jain

18 Mar 24 | 12:00 AM

23.33 0.00 (0.01%)

  • Underperforms

    15.74%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -12.32%

  • Less Volatile

    0.21%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.25%

  • Inconsistent

    3/12

    Months

    Has underperformed Hybrid - Equity Oriented

  • Value research rating

Critical Parameters

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Returns

In last 1 year Tata Equity Saving Fund - (IDCW-Periodic), has underperformed its benchmark, Hybrid - Equity Oriented by -12.32% (CAGR difference)

15.74%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Equity Saving Fund - (IDCW-Periodic),is Lower than its benchmark, Hybrid - Equity Oriented by -0.25%

0.21%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% 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, 29 Stocks beating the benchmark 9 Stocks not beating the benchmark

View Stock Composition