Plan: OPEN | Option: Growth | Akhil Mittal

27 Mar 24 | 12:00 AM

3,579.40 0.60 (0.02%)

  • Underperforms

    7.11%

    Return (1Y)

    underperformed Ultra Short Term Funds by -0.20%

  • Less Volatile

    0.02%

    Standard Deviation (1Y)

    Lower than Ultra Short Term Funds by -0.05%

  • Not so consistent

    4/12

    Months

    Has beaten Ultra Short Term Funds

  • Value research rating

Scheme Trivia

  • Tata Floater Fund (G) fund has been the 4th best in 5Y performance in the Floating Rate Funds - Long Term category

  • Tata Floater Fund (G) fund has been given the 3rd best Risk adjusted performance for the past 5Y in the Floating Rate Funds - Long Term category

  • Tata Floater Fund (G) fund has been the 4th best in the 5Y SIP performance in the Floating Rate Funds - Long Term category

Critical Parameters

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Returns

In last 1 year Tata Treasury Advantage Fund (G), has underperformed its benchmark, Ultra Short Term Funds by -0.20% (CAGR difference)

7.11%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Treasury Advantage Fund (G),is Lower than its benchmark, Ultra Short Term Funds by -0.05%

0.02%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It has beaten its benchmark, Ultra Short Term Funds

Consistency Meter

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