1Y
+6.67%
3Y
+7.66%
5Y
+6.73%
Since Inception
+6.69%
Sharpe
-
Sortino
-
Max Drawdown
-0.32%
Volatility
0.60%
Alpha
+0.15%
Beta
0.60
Info Ratio
0.17
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹20.7K Cr (January - March 2026)
Expense ratio (Direct)1.55%
Minimum lumpsumRs 5,000
Minimum SIPRs 150
Risk rating-
Investment objective
Not available.
Peer rankwithin Arbitrage
1Y
#6 of 37
Top 16%
3Y CAGR
#2 of 30
Top 7%
5Y CAGR
#4 of 25
Top 16%
Sharpe
-