1Y
-1.07%
3Y
+7.91%
5Y
+7.87%
Since Inception
+10.89%
Sharpe
0.44
Sortino
0.65
Max Drawdown
-14.15%
Volatility
10.86%
Alpha
+1.03%
Beta
1.23
Info Ratio
0.38
Up / Down Capture
120 / 124
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹3.4K Cr (January - March 2026)
Expense ratio (Direct)1.39%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#23 of 32
Top 72%
3Y CAGR
#31 of 32
Top 97%
5Y CAGR
#23 of 28
Top 82%
Sharpe
#22 of 32
Top 69%