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Tata Equity Savings Reg Mn IDCW-P (0P00005UWU.BO)

BSE - BSE Delayed price. Currency in INR
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17.29+0.03 (+0.16%)
At close: 01:30AM IST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.57%
5-year average return6.43%
Number of years up25
Number of years down1
Best 1-yr total return (3 Jul 2024)14.15%
Worst 1-yr total return (3 Jul 2024)N/A
Best 3-yr total return14.15%
Worst 3-yr total return3.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00005UWU.BOCategory
YTD3.49%0.00%
1-month0.55%0.00%
3-month1.94%0.00%
1-year10.23%0.00%
3-year4.97%0.00%
5-year5.89%0.00%
10-year6.08%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00005UWU.BOCategory
2024
N/AN/A
2023
8.10%N/A
2022
-1.04%N/A
2021
8.93%N/A
2020
8.57%N/A
2019
6.61%N/A
2018
1.03%N/A
2017
7.26%N/A
2016
8.35%N/A
2015
0.94%N/A
2014
14.15%N/A
2013
3.81%N/A
2012
12.20%N/A
2011
1.71%N/A
2010
2.42%N/A
2009
7.50%N/A
2008
3.09%N/A
2007
10.72%N/A
2006
4.02%N/A
2005
7.00%N/A
2004
3.26%N/A
2003
17.55%N/A
2002
12.78%N/A
2001
11.47%N/A
2000
8.48%N/A
1999
14.17%N/A
1998
13.56%N/A
1997
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.86%N/AN/AN/A
2023-1.03%3.69%1.15%4.14%
2022-0.25%-3.63%1.87%1.06%
20212.40%2.61%3.48%0.18%
2020-9.18%6.33%3.96%8.15%
20193.02%1.69%-0.43%2.20%
2018-0.39%0.40%-0.48%1.51%
20173.04%1.94%1.20%0.90%
20160.21%3.65%4.44%-0.12%
20152.77%-0.73%-1.06%0.00%
20141.55%4.43%2.22%5.30%
20130.38%3.41%-1.91%1.96%
20123.47%1.86%3.80%2.56%
2011-0.18%0.42%0.73%0.73%
2010-0.25%1.34%0.82%0.49%
20090.13%4.71%0.77%1.75%
2008-1.53%-1.14%0.13%5.77%
20071.99%2.52%1.19%4.65%
20061.27%-0.67%1.93%1.44%
20051.02%1.92%3.49%0.43%
20040.12%-0.78%1.77%2.14%
20030.33%7.05%4.95%4.28%
20022.18%1.89%2.96%5.20%
20012.89%4.25%1.50%2.38%
20003.84%1.67%0.25%2.49%
19993.51%3.20%3.17%3.59%
19982.86%3.87%2.90%3.30%
19973.76%N/AN/AN/A

Rank in category (by total return)

YTD77
1-month48
3-month68
1-year80
3-year92
5-year88

Load adjusted returns

1-year10.23%
3-year4.97%
5-year5.89%
10-year6.08%