1Y
+1.66%
3Y
+11.17%
5Y
+11.39%
Since Inception
+14.14%
Sharpe
0.54
Sortino
0.86
Max Drawdown
-23.13%
Volatility
15.75%
Alpha
+1.64%
Beta
0.90
Info Ratio
0.14
Up / Down Capture
96 / 84
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹3.1K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#147 of 238
Top 62%
3Y CAGR
#100 of 143
Top 70%
5Y CAGR
#61 of 103
Top 59%
Sharpe
#106 of 237
Top 45%