BSE - Delayed Quote INR

Tata Equity P/E Trigger A 5% IDCW-R (0P0001BBCY.BO)

120.05 +0.40 (+0.34%)
At close: April 24 at 1:30 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return 6.46%
5y Average Return 16.36%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (Apr 23, 2024) 67.41%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 67.41%
Worst 3Y Total Return 0.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001BBCY.BO
Category
YTD
3.41%
0.00%
1-Month
0.73%
0.00%
3-Month
3.41%
0.00%
1-Year
42.37%
0.00%
3-Year
19.43%
0.00%
5-Year
15.34%
0.00%
10-Year
17.33%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001BBCY.BO
Category
2024
--
--
2023
33.60%
--
2022
4.58%
--
2021
24.76%
--
2020
11.05%
--
2019
5.32%
--
2018
-7.09%
--
2017
39.37%
--

2016
16.18%
--
2015
0.31%
--
2014
67.41%
--
2013
1.75%
--
2012
29.34%
--
2011
-23.76%
--
2010
14.01%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.41% -- -- --
2023 -2.96% 12.72% 6.72% 14.45%
2022 -1.71% -7.02% 9.94% 4.09%
2021 5.81% 6.78% 10.29% 0.12%
2020 -28.78% 22.54% 9.94% 15.74%
2019 3.29% -0.51% -1.17% 3.70%
2018 -4.75% 0.77% -3.72% 0.54%
2017 15.94% 4.63% 7.41% 6.96%
2016 -5.71% 13.64% 10.81% -2.15%
2015 3.84% -3.58% -3.44% 3.77%

2014 7.76% 32.97% 3.84% 12.52%
2013 -9.38% -3.53% 1.36% 14.83%
2012 19.66% -5.34% 9.07% 4.70%
2011 -6.49% -1.70% -10.27% -7.56%
2010 0.69% 4.46% 7.72% 0.63%

Rank in Category (By Total Return)

YTD 85
1-Month 8
3-Month 85
1-Year 49
3-Year 67
5-Year 78

Load Adjusted Returns

1-Year 41.37%
3-Year 19.43%
5-Year 15.34%
10-Year 17.33%

Performance & Risk

YTD Return 6.46%
5y Average Return 16.36%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Tata Asset Management Limited
Net Assets 2.94B
YTD Return 3.41%
Yield 1.03%
Morningstar Rating
Inception Date Jun 29, 2004

Fund Summary

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