Plan: OPEN | Option: Growth | Sonam Udasi

11 Dec 18 | 12:00 AM

86.32 0.46 (0.53%)

  • Underperforms

    5.92%

    Return (1Y)

    underperformed by -0.43%

  • Less Volatile

    0.77%

    Standard Deviation (1Y)

    Lower than by -0.12%

  • Not so consistent

    5/12

    Months

    Has beaten

  • Value research rating

Scheme Trivia

  • Tata Index Sensex Fund - Regular fund has topped the 5Y performance in the Equity - Index category

  • Tata Index Sensex Fund - Regular fund has been given the best Risk adjusted performance for the past 5Y in the Equity - Index category

  • Tata Index Sensex Fund - Regular fund has topped the 5Y SIP performance in the Equity - Index category

Critical Parameters

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Returns

In last 1 year Tata Index Sensex Fund - Regular, has underperformed its benchmark, by -0.43% (CAGR difference)

5.92%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Index Sensex Fund - Regular,is Lower than its benchmark, by -0.12%

0.77%

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,

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 13 Stocks beating the benchmark 18 Stocks not beating the benchmark

View Stock Composition