1Y
+2.49%
3Y
+12.84%
5Y
+9.93%
Since Inception
+13.84%
Sharpe
0.38
Sortino
0.56
Max Drawdown
-17.07%
Volatility
14.02%
Alpha
+1.61%
Beta
1.00
Info Ratio
0.79
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
#15 of 37
Top 41%
3Y CAGR
#12 of 34
Top 35%
5Y CAGR
#12 of 31
Top 39%
Sharpe
#11 of 37
Top 30%