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  • Return Analysis

Tata Resources & Energy Fund Direct-Growth Return Analysis

Equity Thematic-energy
Past rolling returns
Idea

SIP : This return analysis has always returned more than 8% p.a. for a holding period of 5yrs or more

PeriodFund MedianCategory Avg Median
Any 1y16.07%13.33%
Any 3y19.31%17.61%
Any 5y22.51%17.65%
Any 7y21.48%16.45%
Any 1y15.72%10.58%
Any 3y20.06%17.61%
Any 5y20.49%13.31%
Any 7y18.14%14.86%
Info

Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.

Periodic returns

Periodic returns show absolute returns generated by the fund in any calendar period. Compared to benchmark & category average, period returns indicate how Tata Resources & Energy Fund Direct-Growth has consistently performed in comparison....

Periodic returns show absolute returns generated by the fund in any calendar period. Compared to benchmark & category average, period returns indicate how Motilal Oswal Midcap Fund Direct Growth has consistently performed in comparison....

Periodic returns show absolute returns generated by the fund in any calendar period. Compared to benchmark & category average, period returns indicate how Motilal Oswal Midcap Fund Direct Growth has consistently performed in comparison. ...

Best performance quarter
Worst performance quarter