1Y
+5.17%
3Y
+13.10%
5Y
+16.25%
Since Inception
+19.76%
Sharpe
0.73
Sortino
1.18
Max Drawdown
-29.82%
Volatility
17.85%
Alpha
+3.94%
Beta
1.22
Info Ratio
0.55
Up / Down Capture
128 / 117
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹1.9K Cr (January - March 2026)
Expense ratio (Direct)1.33%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#111 of 238
Top 47%
3Y CAGR
#83 of 143
Top 58%
5Y CAGR
#26 of 103
Top 25%
Sharpe
#58 of 237
Top 24%