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Tata Value Fund - (IDCW-Trigger-Opt B-10%) Equity - Diversified

INVEST

Plan: OPEN | Option: Dividend | Sonam Udasi

10 Apr 26 | 12:00 AM

114.68 1.33 (1.17%)

  • Outperforms

    9.94%

    Return (1Y)

    beaten Nifty 500 TRI by 1.23%

  • Less Volatile

    0.90%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.47%

  • Consistent

    7/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

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Critical Parameters

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Returns

In last 1 year Tata Value Fund - (IDCW-Trigger-Opt B-10%), has beaten by 1.23% (CAGR difference)

9.94%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

12 Apr 2025

Risk

In last 1 year , the volatility of Tata Value Fund - (IDCW-Trigger-Opt B-10%) is Lower than by -0.47%

0.90%

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 beaten its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition