1Y
-0.54%
3Y
-
5Y
-
Since Inception
+9.83%
Sharpe
0.09
Sortino
0.14
Max Drawdown
-12.15%
Volatility
16.72%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2025-04-08
AUM₹53 Cr (January - March 2026)
Expense ratio (Direct)0.38%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#249 of 352
Top 71%
3Y CAGR
-
5Y CAGR
-
Sharpe
#205 of 316
Top 65%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.