1Y
+1.67%
3Y
+8.72%
5Y
-
Since Inception
+12.41%
Sharpe
0.28
Sortino
0.41
Max Drawdown
-24.19%
Volatility
17.04%
Alpha
-2.03%
Beta
1.15
Info Ratio
-0.16
Up / Down Capture
102 / 111
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2022-09-09
AUM₹486 Cr (January - March 2026)
Expense ratio (Direct)4.36%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#164 of 242
Top 68%
3Y CAGR
#129 of 145
Top 89%
5Y CAGR
-
Sharpe
#138 of 242
Top 57%