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Union ELSS Tax Saver IDCW-P (0P0000UJ5Y.BO)

BSE - BSE Delayed price. Currency in INR
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35.48+0.06 (+0.17%)
At close: 01:30AM IST

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.71%
5-year average return20.60%
Number of years up9
Number of years down3
Best 1-yr total return (4 Jul 2024)44.39%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return44.39%
Worst 3-yr total return5.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000UJ5Y.BOCategory
YTD6.94%0.00%
1-month-0.85%0.00%
3-month3.60%0.00%
1-year30.51%0.00%
3-year18.17%0.00%
5-year18.54%0.00%
10-year13.08%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000UJ5Y.BOCategory
2024
N/AN/A
2023
26.40%N/A
2022
1.52%N/A
2021
35.84%N/A
2020
21.62%N/A
2019
9.59%N/A
2018
-5.19%N/A
2017
25.74%N/A
2016
-1.82%N/A
2015
-3.52%N/A
2014
44.39%N/A
2013
8.19%N/A
2012
30.14%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.31%N/AN/AN/A
2023-4.28%12.95%6.23%10.07%
2022-3.17%-8.50%11.53%2.73%
20216.54%10.93%12.76%1.94%
2020-24.97%19.33%11.84%21.45%
20193.78%1.62%-0.29%4.22%
2018-6.44%1.11%0.66%-0.44%
201710.35%2.62%2.16%8.69%
2016-6.34%5.72%5.84%-6.31%
20152.67%-1.40%-3.15%-1.59%
20146.23%18.58%4.33%9.87%
2013-2.11%2.46%-2.73%10.89%
201211.88%0.18%8.73%6.80%

Rank in category (by total return)

YTD67
1-month96
3-month71
1-year65
3-year40
5-year28

Load adjusted returns

1-year30.51%
3-year18.17%
5-year18.54%
10-year13.08%