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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Sonam Udasi

19 May 25 | 12:00 AM

341.17 0.03 (0.01%)

  • Underperforms

    4.39%

    Return (1Y)

    underperformed by -4.50%

  • Less Volatile

    1.19%

    Standard Deviation (1Y)

    Lower than by -0.00%

  • Not so consistent

    6/12

    Months

    Has beaten

  • Value research rating

JavaScript chart by amCharts 3.20.9
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 -4.50% (CAGR difference)

4.39%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.94.004.505.005.506.006.507.007.508.008.509.00
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 -0.00%

1.19%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.001.021.041.061.081.101.121.141.161.181.201.221.241.261.281.301.32
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