AIF · Equity · CAT III - LONG SHORT - CONSERVATIVE
TATA Equity Plus Absolute Returns Fund
Fund size₹1,480 Cr
Alpha (3Y)2.61%
3Y return10.19%
Fund age6 yrs 7 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| TATA Equity Plus Absolute Returns | — | 10.18% | 7.50% | 10.19% | 12.60% | 16.22% |
| NIFTY 50 Index | −12.67% | 13.80% | 7.00% | 13.30% | 11.60% | 17.60% |
| Excess over benchmark | — | −3.62% | 0.50% | −3.11% | 1.00% | −1.38% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
3.48%
Benchmark approx 10.84%
A standard deviation reflecting historical swings.
Sensitivity
0.22
Beta vs benchmark 1.00 · 78% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.33
Sharpe
Excess return gained per unit of volatility.
Capture ratio
43 / 4
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
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