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Tata Balanced Reg Gr (100414.BO)

YHD - YHD Delayed price. Currency in INR
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203.79-2.69 (-1.30%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up15
Number of years down5
Best 1-yr total return (Invalid Date)81.97%
Worst 1-yr total return (Invalid Date)-44.40%
Best 3-yr total return81.97%
Worst 3-yr total return3.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return100414.BOCategory
YTD-1.89%9.20%
1-month1.54%2.58%
3-month2.27%9.20%
1-year0.27%18.16%
3-year19.78%15.42%
5-year14.64%13.64%
10-year13.46%11.21%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
100414.BOCategory
2016
N/AN/A
2015
6.97%3.16%
2014
49.61%34.59%
2013
7.54%4.77%
2012
30.55%23.33%
2011
-12.02%-13.41%
2010
14.87%14.08%
2009
75.04%52.73%
2008
-44.40%-31.94%
2007
55.35%35.03%
2006
34.95%25.54%
2005
31.27%29.39%
2004
18.96%15.32%
2003
81.97%57.86%
2002
13.37%13.14%
2001
-13.02%-6.23%
2000
-17.72%-11.32%
1999
105.80%72.47%
1998
6.88%9.59%
1997
5.48%19.65%
1996
-6.90%4.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2016-3.38%N/AN/AN/A
20158.06%-1.85%0.76%0.10%
20145.56%20.36%7.83%9.22%
2013-4.58%2.25%0.44%9.74%
201212.73%1.61%9.14%4.43%
2011-3.73%2.27%-6.04%-4.89%
20101.94%1.53%10.76%0.21%
20090.38%37.78%17.16%8.01%
2008-22.80%-11.98%-4.00%-14.77%
2007-1.55%15.06%11.91%22.54%
200622.55%-10.21%10.21%11.28%
20054.88%4.66%13.12%5.73%
2004-4.74%-8.35%16.73%16.73%
2003-4.22%19.34%22.25%30.21%
200210.47%0.39%-6.69%9.55%
2001-11.16%1.44%-12.91%10.82%
20006.03%-11.09%-8.47%-4.65%
199930.78%-2.89%25.18%29.45%
19986.62%-5.25%3.11%2.61%
19973.11%12.92%-5.07%-4.57%
19960.30%7.48%-11.32%-2.62%

Rank in category (by total return)

YTD91
1-month58
3-month86
1-year70
3-year15
5-year4

Load adjusted returns

1-year-0.73%
3-year19.78%
5-year14.64%
10-year13.46%