BSE - Delayed Quote INR

Tata Equity P/E Trigger B 10% IDCW-R (0P0001BBD0.BO)

108.03 +0.36 (+0.34%)
At close: April 24 at 1:30 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return 6.48%
5y Average Return 16.87%
Number of Years Up 16
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 103.42%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 103.42%
Worst 3Y Total Return 0.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001BBD0.BO
Category
YTD
4.72%
0.00%
1-Month
0.73%
0.00%
3-Month
4.72%
0.00%
1-Year
40.39%
0.00%
3-Year
20.34%
0.00%
5-Year
16.12%
0.00%
10-Year
17.72%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001BBD0.BO
Category
2024
--
--
2023
30.10%
--
2022
5.90%
--
2021
27.79%
--
2020
12.40%
--
2019
5.26%
--
2018
-7.11%
--
2017
39.37%
--

2016
16.18%
--
2015
0.30%
--
2014
69.54%
--
2013
1.74%
--
2012
29.57%
--
2011
-23.75%
--
2010
16.82%
--
2009
103.42%
--
2008
-53.27%
--
2007
83.47%
--
2006
28.99%
--
2005
39.97%
--
2004
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.72% -- -- --
2023 -2.96% 14.09% 3.99% 13.01%
2022 -1.71% -7.02% 9.93% 5.41%
2021 5.79% 6.79% 11.66% 1.31%
2020 -28.78% 22.54% 9.92% 17.17%
2019 3.29% -0.52% -1.19% 3.68%
2018 -4.74% 0.76% -3.73% 0.53%
2017 15.94% 4.63% 7.41% 6.96%
2016 -5.71% 13.64% 10.81% -2.15%
2015 3.84% -3.59% -3.44% 3.76%

2014 9.13% 32.97% 3.84% 12.52%
2013 -9.38% -3.54% 0.36% 15.97%
2012 19.66% -5.32% 9.23% 4.70%
2011 -6.48% -1.70% -10.26% -7.56%
2010 0.65% 4.46% 10.41% 0.63%
2009 -1.74% 46.33% 29.03% 9.64%
2008 -28.88% -9.40% -9.00% -20.30%
2007 -4.51% 25.85% 17.64% 29.76%
2006 16.87% -14.09% 15.35% 11.37%
2005 -2.32% 7.96% 28.00% 3.69%
2004 15.28% 20.09% -- --

Rank in Category (By Total Return)

YTD 63
1-Month 9
3-Month 63
1-Year 59
3-Year 47
5-Year 73

Load Adjusted Returns

1-Year 39.39%
3-Year 20.34%
5-Year 16.12%
10-Year 17.72%

Performance & Risk

YTD Return 6.48%
5y Average Return 16.87%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Tata Asset Management Limited
Net Assets 2.94B
YTD Return 4.72%
Yield 2.03%
Morningstar Rating
Inception Date Jun 29, 2004

Fund Summary

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