1Y
-1.60%
3Y
-
5Y
-
Since Inception
-3.19%
Sharpe
-0.41
Sortino
-0.53
Max Drawdown
-18.11%
Volatility
18.14%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2024-12-05
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)2.30%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#123 of 225
Top 55%
3Y CAGR
-
5Y CAGR
-
Sharpe
#214 of 225
Top 95%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.