Tata Ethical Fundamental Relationships

F00000PDH5 -- India Fund  

INR 89.75  0.76  0.84%

The Drivers Module shows relationships between Tata Ethical's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Tata Ethical Dir Div over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

Tata Ethical Dir Equity Positions Weight vs. Cash Position Weight Fundamental Analysis

Tata Ethical Dir Div is one of the top funds in cash position weight among similar funds. It is one of the top funds in equity positions weight among similar funds making about  10.49  of Equity Positions Weight per Cash Position Weight.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Tata Ethical 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
8.70%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Tata Ethical 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
91.30%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Tata Ethical Equity Positions Weight Comparison

Tata Ethical Fundamental Comparison

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