In plain English
Tata Value Fund Regular Plan - Payout of IDCW-Option B(10%) is a Value / Contra scheme from Tata. Worst historical drawdown: -62% in Mar 2009, recovered in 70 months.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
Showing Regular · IDCW Payout · INF277K01DJ9
NAV (Direct-Growth)
₹116.6288
Last 1Y
-1.13%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Mar 2009
-62.4%Peak ₹45.88 on 2 Jan 2008 → trough ₹17.25 on 9 Mar 2009 (14 months down).
Mar 2020
-39.4%Peak ₹61.09 on 27 Aug 2018 → trough ₹37.03 on 23 Mar 2020 (19 months down).
Jun 2006
-35.2%Peak ₹24.77 on 10 May 2006 → trough ₹16.05 on 14 Jun 2006 (1 months down).
Feb 2016
-22.7%Peak ₹48.38 on 3 Mar 2015 → trough ₹37.42 on 25 Feb 2016 (12 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Peers in Value / Contra
Other schemes in the same SEBI category, ranked by AUM.
- ₹59.0K Cr+4.46%+18.85%0.83%
ICICI Prudential Value Fund (erstwhile Value Discovery Fund)
ICICI Prudential
- ₹59.0K Cr-2.43%+15.72%0.83%
ICICI Prudential Value Fund (erstwhile Value Discovery Fund)
ICICI Prudential
- ₹47.3K Cr+3.20%+17.86%0.72%
SBI CONTRA FUND
SBI
- ₹47.3K Cr-3.33%+14.45%0.72%
SBI CONTRA FUND
SBI
- ₹19.5K Cr+2.17%+19.54%0.49%
Invesco India Contra Fund
Invesco
- ₹19.5K Cr-1.27%+17.24%0.49%
Invesco India Contra Fund
Invesco
- ₹14.5K Cr+13.43%+23.85%0.63%
HSBC Value Fund
HSBC
- ₹14.5K Cr+3.05%+20.71%0.63%
HSBC Value Fund
HSBC
Available plans & options
Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.
Enrichment pending for this scheme
Detailed performance, risk and holdings data will appear within 30 days. Our enrichment cron processes new schemes monthly. The latest NAV from AMFI is already accurate above.
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