1Y
-2.77%
3Y
+11.91%
5Y
+11.39%
Since Inception
+13.17%
Sharpe
0.47
Sortino
0.71
Max Drawdown
-17.07%
Volatility
14.14%
Alpha
+1.61%
Beta
1.00
Info Ratio
0.80
Up / Down Capture
104 / 95
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹2.7K Cr (January - March 2026)
Expense ratio (Direct)0.98%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#6 of 37
Top 16%
3Y CAGR
#12 of 34
Top 35%
5Y CAGR
#8 of 30
Top 27%
Sharpe
#9 of 37
Top 24%