otherHigh risk

Tata Contra Fund Plan A - Dividend

A specialised fund. Check the scheme details for what it invests in. From Tata Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹15.4702

▼ 0.11% today

As of 15 Feb 2013 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹96.7k

▼ ₹3.3k loss · -3.3% / year

Invested 3 years ago

₹1.08 L

▲ ₹8.2k gain · 2.7% / year

Invested 5 years ago

₹1.11 L

▲ ₹11.2k gain · 2.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

15.0%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-63.75%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-3.31%

CAGR — 3 years2.67%

CAGR — 5 years2.15%

CAGR — since launch4.00%

Volatility — 1 year (annualised)13.37%

Volatility — 3 years (annualised)15.04%

Max drawdown — 1 year-16.10%

Max drawdown — 3 years-23.96%

Sharpe ratio — 1 year (rf=6%)-0.70

Sharpe ratio — 3 years (rf=6%)-0.22

Fund info

Fund house: Tata Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103337
First price on record: 3 Apr 2006 · 1,697 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.