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Tata Equity P/E Fund - (G) Equity - Diversified

Plan: OPEN | Option: Growth | Sonam Udasi

02 May 25 | 12:00 AM

327.76 -1.49 (-0.45%)

  • Underperforms

    0.80%

    Return (1Y)

    underperformed Nifty 500 TRI by -4.60%

  • More Volatile

    1.18%

    Standard Deviation (1Y)

    Higher Equity - Diversified by 0.02%

  • Not so consistent

    5/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9NAVApr 04Jul 04Aug 04Sep 04Nov 04
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 Nifty 500 TRI by -4.60% (CAGR difference)

0.80%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.90.51.01.52.02.53.03.54.04.55.05.5
JavaScript chart by amCharts 3.20.9Tata Equity P/E Fund - (G) Nifty 500 TRI

Risk

In last 1 year , the volatility of Tata Equity P/E Fund - (G) is Higher than Nifty 500 TRI by 0.02%

1.18%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.1581.1601.1621.1641.1661.1681.1701.1721.1741.1761.1781.1801.182
JavaScript chart by amCharts 3.20.9Tata Equity P/E Fund - (G) Nifty 500 TRI

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 12 Stocks beating the benchmark 25 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition