UK markets open in 3 hours 7 minutes

Tata AIA Life-Apex Pen Ret Lck-In 15 Yrs (0P0000NQKT.BO)

BSE - BSE Delayed price. Currency in INR
Add to watchlist
31.57+0.05 (+0.17%)
As of 01:30AM IST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.76%
5-year average return8.47%
Number of years up12
Number of years down1
Best 1-yr total return (17 May 2024)26.39%
Worst 1-yr total return (17 May 2024)N/A
Best 3-yr total return26.39%
Worst 3-yr total return1.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000NQKT.BOCategory
YTD2.58%0.00%
1-month0.47%0.00%
3-month1.97%0.00%
1-year8.98%0.00%
3-year6.22%0.00%
5-year8.21%0.00%
10-year9.47%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000NQKT.BOCategory
2024
N/AN/A
2023
8.38%N/A
2022
0.95%N/A
2021
9.24%N/A
2020
14.58%N/A
2019
9.57%N/A
2018
6.46%N/A
2017
13.06%N/A
2016
8.57%N/A
2015
2.24%N/A
2014
26.39%N/A
2013
6.59%N/A
2012
22.02%N/A
2011
-19.21%N/A
2010
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.11%N/AN/AN/A
20230.84%2.86%1.68%2.76%
20220.56%-3.50%2.00%1.99%
20211.49%3.42%3.61%0.45%
2020-6.12%7.34%4.00%9.32%
20194.11%1.37%1.32%2.47%
2018-1.74%2.50%3.48%2.15%
20174.45%3.40%1.34%3.29%
20160.14%4.73%4.67%-1.08%
20153.97%-1.06%-1.02%0.40%
20145.09%10.02%5.23%3.88%
2013-1.54%4.31%-2.78%6.75%
201210.28%0.65%5.95%3.75%
2011-4.19%-2.35%-9.11%-4.99%
20102.72%10.99%1.03%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year8.98%
3-year6.22%
5-year8.21%
10-year9.47%