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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Sonam Udasi

09 Jun 25 | 12:00 AM

351.25 3.90 (1.12%)

  • Underperforms

    4.79%

    Return (1Y)

    underperformed by -3.15%

  • Less Volatile

    0.99%

    Standard Deviation (1Y)

    Lower than by -0.07%

  • Not so consistent

    6/12

    Months

    Has beaten

  • Value research rating

JavaScript chart by amCharts 3.20.9NAVDec 05
JavaScript chart by amCharts 3.20.9Tata Equity P/E Fund - (G)

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 Equity P/E Fund - (G), has Underperformed its benchmark, by -3.16% (CAGR difference)

4.79%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.94.505.005.506.006.507.007.508.008.50
JavaScript chart by amCharts 3.20.9Tata Equity P/E Fund - (G) null

Risk

In last 1 year , the volatility of Tata Equity P/E Fund - (G),is Lower than its benchmark, by -0.07%

0.99%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.991.001.011.021.031.041.051.06
JavaScript chart by amCharts 3.20.9Tata Equity P/E Fund - (G) null

Peer Comparison on Risk - Return

Consistency

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

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent

View Stock Composition