Plan: OPEN | Option: Growth | Akhil Mittal

20 Sep 19 | 12:00 AM

2,785.00 -2.34 (-0.08%)

  • Underperforms

    2.61%

    Return (1Y)

    underperformed Ultra Short Term Funds by -1.85%

  • More Volatile

    0.29%

    Standard Deviation (1Y)

    Higher than Ultra Short Term Funds by 0.03%

  • Consistent

    9/12

    Months

    Has beaten Ultra Short Term Funds

  • Value research rating

Scheme Trivia

  • Tata Floater Fund (G) fund has been the 7th best in 5Y performance in the Floating Rate Funds - Long Term category

  • Tata Floater Fund (G) fund has been given the 6th best Risk adjusted performance for the past 5Y in the Floating Rate Funds - Long Term category

  • Tata Floater Fund (G) fund has been the 7th 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 -1.85% (CAGR difference)

2.61%

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 Higher than its benchmark, Ultra Short Term Funds by 0.03%

0.29%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 12 Months, i.e 75% of the times It has beaten its benchmark, Ultra Short Term Funds

Consistency Meter

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