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Tata Resources & Energy Dir Gr (0P0001784M.BO)

49.71
-0.38
(-0.75%)
At close: May 1 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return 2.95%
5y Average Return 28.57%
Number of Years Up 8
Number of Years Down 1
Best 1Y Total Return (Apr 29, 2025) 49.05%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 49.05%
Worst 3Y Total Return 8.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001784M.BO
Category
YTD
0.43%
0.00%
1-Month
12.01%
0.00%
3-Month
0.43%
0.00%
1-Year
10.28%
0.00%
3-Year
14.09%
0.00%
5-Year
31.43%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001784M.BO
Category
2025
--
--
2024
14.89%
--
2023
29.73%
--
2022
3.08%
--
2021
49.05%
--
2020
32.89%
--
2019
11.40%
--
2018
-14.04%
--

2017
34.69%
--
2016
23.45%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.43% -- -- --
2024 4.62% 14.96% 6.70% -10.48%
2023 -3.81% 9.89% 7.74% 13.91%
2022 3.90% -16.96% 11.56% 7.10%
2021 17.00% 15.36% 10.79% -0.32%
2020 -22.06% 27.55% 10.95% 20.49%
2019 5.92% -0.26% -0.08% 5.53%
2018 -9.27% -4.67% 2.06% -2.63%
2017 14.02% 1.16% 5.83% 10.34%
2016 3.90% 10.49% 10.64% -2.80%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 10.28%
3-Year 14.09%
5-Year 31.43%
10-Year --

Performance & Risk

YTD Return 2.95%
5y Average Return 28.57%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Tata Asset Management Limited
Net Assets --
YTD Return 0.43%
Yield 0.00%
Morningstar Rating --
Inception Date Dec 28, 2015

Fund Summary

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