Tata Mutual Fund Other FoF Domestic
Expense Ratio
0.20%
AUM
₹94.54 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+5428.87%
Excellent
6 Months
+594.17%
Excellent
1 Year
+222.47%
Excellent

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 7 quarters

AUM Metrics

Key indicators

Current AUM
₹94.54 Cr
Recent Trend
Growing
Stability Score
71.5
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+321.46%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A

Growth Assessment: Excellent Growth

• Strong investor confidence with high inflows

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Very High - High volatility with substantial price swings
Volatility
31.30%
Annualized standard deviation
Sharpe Ratio
3.096
Excellent - Risk-adjusted return
Max Drawdown
-22.50%
High - Worst decline
Consistency
68.8%
Performance consistency

Volatility Breakdown

Daily Volatility
1.97%
Average daily price movement
Annualized Volatility
31.30%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance