otherHigh risk

Tata Equity Management Fund Plan A - Growth

A specialised fund. Check the scheme details for what it invests in. From Tata Mutual Fund. It's been running since 10 Jul 2006.

Latest price per unit

₹16.1582

▲ 0.38% today

As of 1 Mar 2013 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.16 L

▲ ₹15.5k gain · 15.5% / year

Invested 3 years ago

₹1.24 L

▲ ₹24.4k gain · 7.6% / year

Invested 5 years ago

₹1.31 L

▲ ₹31.3k gain · 5.6% / 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

13.9%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-53.61%

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 year15.50%

CAGR — 3 years7.56%

CAGR — 5 years5.61%

CAGR — since launch6.69%

Volatility — 1 year (annualised)12.95%

Volatility — 3 years (annualised)13.89%

Max drawdown — 1 year-9.55%

Max drawdown — 3 years-24.75%

Sharpe ratio — 1 year (rf=6%)0.67

Sharpe ratio — 3 years (rf=6%)0.06

Fund info

Fund house: Tata Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103761
First price on record: 10 Jul 2006 · 1,341 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.