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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Akhil Mittal

11 Jul 25 | 12:00 AM

3,948.97 0.35 (0.01%)

  • Underperforms

    7.97%

    Return (1Y)

    underperformed Ultra Short Term Funds by -0.04%

  • Less Volatile

    0.03%

    Standard Deviation (1Y)

    Lower than Ultra Short Term Funds by -0.04%

  • Not so consistent

    6/12

    Months

    Has beaten Ultra Short Term Funds

  • Value research rating

There is no data available for this scheme

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Tata Treasury Advantage Fund (G)

Scheme Trivia

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

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

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

  • Tata Floater Fund (G) fund has been given the 2nd best Risk adjusted performance for the past 5Y in the Floating Rate Funds - Long Term category

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

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

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

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Tata Treasury Advantage Fund (G), has Underperformed its benchmark, Ultra Short Term Funds by -0.04% (CAGR difference)

7.97%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.97.977.987.998.008.01
JavaScript chart by amCharts 3.20.9Tata Treasury Advantage Fund (G) Ultra Short Term Funds

Risk

In last 1 year , the volatility of Tata Treasury Advantage Fund (G),is Lower than its benchmark, Ultra Short Term Funds by -0.04%

0.03%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.030.040.050.060.07
JavaScript chart by amCharts 3.20.9Tata Treasury Advantage Fund (G) Ultra Short Term Funds

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Ultra Short Term Funds

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan0.00.20.40.60.8
JavaScript chart by amCharts 3.20.9Tata Treasury Advantage Fund (G) Ultra Short Term Funds
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-0.050.000.050.10
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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