1Y
+6.87%
3Y
+7.53%
5Y
+6.85%
Since Inception
+6.70%
Sharpe
-
Sortino
-
Max Drawdown
-0.32%
Volatility
0.61%
Alpha
+0.29%
Beta
0.57
Info Ratio
0.49
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
#7 of 38
Top 18%
3Y CAGR
#1 of 31
Top 3%
5Y CAGR
#5 of 25
Top 20%
Sharpe
-