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Tata AIA Life-Apex Pen 15 Retrn Lk-In II (0P0000S0TY.BO)

BSE - BSE Delayed price. Currency in INR
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28.07+0.15 (+0.53%)
At close: 01:30AM IST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.56%
5-year average return6.81%
Number of years up12
Number of years down1
Best 1-yr total return (3 Jun 2024)27.18%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return27.18%
Worst 3-yr total return2.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000S0TY.BOCategory
YTD2.47%0.00%
1-month0.61%0.00%
3-month2.00%0.00%
1-year8.43%0.00%
3-year6.10%0.00%
5-year7.09%0.00%
10-year8.92%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000S0TY.BOCategory
2024
N/AN/A
2023
7.72%N/A
2022
2.05%N/A
2021
7.20%N/A
2020
10.75%N/A
2019
9.58%N/A
2018
6.63%N/A
2017
12.98%N/A
2016
8.71%N/A
2015
1.43%N/A
2014
27.18%N/A
2013
6.02%N/A
2012
22.90%N/A
2011
-16.61%N/A
2010
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.85%N/AN/AN/A
20230.66%2.61%1.37%2.87%
20220.54%-3.20%2.22%2.58%
20210.55%2.52%3.63%0.35%
2020-6.40%7.22%2.48%7.69%
20193.82%2.17%0.99%2.30%
2018-1.65%3.28%2.70%2.21%
20174.80%3.21%1.24%3.17%
20160.44%4.89%4.67%-1.41%
20153.32%-0.73%-1.35%0.25%
20145.24%9.88%5.16%4.59%
2013-1.82%3.78%-2.69%6.94%
201211.13%0.71%5.68%3.91%
2011-3.90%-1.54%-8.37%-3.81%
20101.18%N/AN/AN/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-year8.43%
3-year6.10%
5-year7.09%
10-year8.92%