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Tata Equity Savings Reg Prdc IDCW-P (0P00005UWV.BO)

BSE - BSE Delayed Price. Currency in INR
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24.75+0.07 (+0.29%)
At close: 01:30AM IST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.22%
5-Year Average Return9.14%
Number of Years Up20
Number of Years DownN/A
Best 1 Yr Total Return (Jun 27, 2024)14.13%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return14.13%
Worst 3-Yr Total Return3.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00005UWV.BOCategory
YTD5.21%0.00%
1-Month0.88%0.00%
3-Month2.96%0.00%
1-Year14.73%0.00%
3-Year8.92%0.00%
5-Year8.55%0.00%
10-Year7.50%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00005UWV.BOCategory
2024
N/AN/A
2023
12.52%N/A
2022
3.02%N/A
2021
10.81%N/A
2020
9.20%N/A
2019
7.46%N/A
2018
1.66%N/A
2017
7.26%N/A
2016
8.35%N/A
2015
1.09%N/A
2014
14.13%N/A
2013
4.21%N/A
2012
11.94%N/A
2011
1.70%N/A
2010
2.45%N/A
2009
7.55%N/A
2008
3.86%N/A
2007
10.74%N/A
2006
2.83%N/A
2005
6.89%N/A
2004
3.44%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.87%N/AN/AN/A
2023-0.04%4.73%2.18%5.19%
20220.75%-2.64%2.89%2.06%
20212.75%2.65%4.17%0.86%
2020-8.95%6.33%4.06%8.39%
20193.24%1.91%-0.24%2.39%
2018-0.40%0.60%-0.27%1.73%
20173.04%1.94%1.20%0.90%
20160.21%3.65%4.44%-0.11%
20152.75%-0.73%-0.91%0.00%
20141.49%4.44%2.24%5.31%
20130.84%3.30%-1.90%1.98%
20123.43%1.77%3.75%2.50%
2011-0.15%0.37%0.73%0.73%
2010-0.24%1.35%0.84%0.49%
20090.17%4.68%0.81%1.76%
2008-1.56%-1.18%0.23%6.52%
20072.00%2.53%1.19%4.65%
20061.28%-0.68%1.94%0.28%
20051.02%1.81%3.48%0.44%
20040.20%-0.74%1.78%2.19%

Rank In Category (By Total Return)

YTD21
1-Month11
3-Month27
1-Year50
3-Year50
5-Year61

Load Adjusted Returns

1-Year14.73%
3-Year8.92%
5-Year8.55%
10-Year7.50%