1Y
-8.44%
3Y
+6.93%
5Y
+8.68%
Since Inception
+10.57%
Sharpe
0.32
Sortino
0.47
Max Drawdown
-21.84%
Volatility
14.17%
Alpha
-4.43%
Beta
0.89
Info Ratio
-1.03
Up / Down Capture
75 / 86
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹3.7K Cr (January - March 2026)
Expense ratio (Direct)0.72%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#201 of 225
Top 89%
3Y CAGR
#126 of 128
Top 98%
5Y CAGR
#89 of 99
Top 90%
Sharpe
#148 of 225
Top 66%