1Y
-1.57%
3Y
+7.69%
5Y
-
Since Inception
+11.29%
Sharpe
0.40
Sortino
0.58
Max Drawdown
-24.19%
Volatility
17.13%
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
#181 of 238
Top 76%
3Y CAGR
#128 of 143
Top 90%
5Y CAGR
-
Sharpe
#148 of 237
Top 62%