1Y
+7.54%
3Y
+10.58%
5Y
-
Since Inception
+9.38%
Sharpe
0.54
Sortino
0.89
Max Drawdown
-4.44%
Volatility
3.75%
Alpha
+1.38%
Beta
0.74
Info Ratio
0.43
Up / Down Capture
94 / 41
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹151 Cr (January - March 2026)
Expense ratio (Direct)0.58%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#3 of 23
Top 13%
3Y CAGR
#6 of 21
Top 29%
5Y CAGR
-
Sharpe
#5 of 23
Top 22%
Data quality flags
- Latest NAV is older than 30 days.