Tata Ethical Fund- Regular Plan - Payout of IDCW Option
-7.8
13.55
18.95
10.8
17.67
Nifty 500 Shariah TRI
-6.44
15.11
19.93
13.62
12.64
Equity: Thematic-Others
0.6
21.48
25.0
13.45
13.11
Yearly Performance (%)
Nav Movement
Fund Managers
Abhinav Sharma
Investment Objective
The investment objective of the Scheme is to provide medium to long- term capital gains by investing in Shariah compliant equity and equity related instruments of well-researched value and growth - oriented companies.
Returns Calculator for
Tata Ethical Fund- Regular Plan - Payout of IDCW Option
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Tata Ethical Fund- Regular Plan - Payout of IDCW Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Tata Ethical Fund- Regular Plan - Payout of IDCW Option