1Y
-2.07%
3Y
+9.31%
5Y
+9.77%
Since Inception
+11.29%
Sharpe
0.41
Sortino
0.60
Max Drawdown
-14.15%
Volatility
11.10%
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
#16 of 32
Top 50%
3Y CAGR
#31 of 32
Top 97%
5Y CAGR
#21 of 28
Top 75%
Sharpe
#23 of 32
Top 72%