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Head-to-head
Tata Dual Advantage Fund -Scheme B Direct Plan GrowthvsReligare Invesco Monthly Income Plan - Direct Plan - Growth Option
Side-by-side comparison of Tata Dual Advantage Fund -Scheme B Direct Plan Growth and Religare Invesco Monthly Income Plan - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
other
Tata Dual Advantage Fund -Scheme B Direct Plan Growth
3Y ago₹1.36 L
5Y ago—
other
Religare Invesco Monthly Income Plan - Direct Plan - Growth Option
3Y ago₹1.25 Cr
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Dual Advantage Fund -Schem… | Religare Invesco Monthly Income… |
|---|---|---|
| Fund house | Tata Mutual Fund | Invesco Mutual Fund |
| Category | Income | Income |
| Latest NAV | ₹13.665 | ₹1,498.8008 |
| Assets managed (AUM) | — | — |
| 1Y return | 10.56% | 0.80% |
| 3Y CAGR | 10.69% | 400.56% |
| 5Y CAGR | — | — |
| Since inception CAGR | 10.64% | 382.79% |
| Bumpiness · 3Y (annualised σ) | 3.05 | 272.80 |
| Worst drop ever | -2.76% | -3.72% |
| Sharpe · 3Y (rf=6%) | 1.55 | 0.60 |
Explore each fund individually
Tata Dual Advantage Fund -Scheme B Direct Plan Growth →Religare Invesco Monthly Income Plan - Direct Plan - Growth Option →
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