Plan: OPEN | Option: Growth | Satish Chandra Mishra

15 Jan 21 | 12:00 AM

20.40 -0.21 (-1.02%)

  • Outperforms

    32.13%

    Return (1Y)

    beaten by 18.43%

  • Less Volatile

    1.82%

    Standard Deviation (1Y)

    Lower than by -0.28%

  • Consistent

    7/12

    Months

    Has beaten

  • Value research rating

    Not Rated

Scheme Trivia

  • Tata Resources & Energy Fund (G) fund has topped the 5Y performance in the Equity Theme - Natural Resources category

  • Tata Resources & Energy Fund (G) fund has been given the best Risk adjusted performance for the past 5Y in the Equity Theme - Natural Resources category

  • Tata Resources & Energy Fund (G) fund has been the 2nd best in the 5Y SIP performance in the Equity Theme - Natural Resources category

Critical Parameters

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Returns

In last 1 year Tata Resources & Energy Fund (G), has beaten its benchmark, by 18.43% (CAGR difference)

32.13%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Resources & Energy Fund (G),is Lower than its benchmark, by -0.28%

1.82%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It has beaten its benchmark,

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 14 Stocks beating the benchmark 10 Stocks not beating the benchmark

View Stock Composition