1Y
-9.91%
3Y
+9.06%
5Y
+10.64%
Since Inception
+12.50%
Sharpe
0.44
Sortino
0.65
Max Drawdown
-21.72%
Volatility
14.62%
Alpha
-5.92%
Beta
0.98
Info Ratio
-1.62
Up / Down Capture
83 / 107
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹8.1K Cr (January - March 2026)
Expense ratio (Direct)0.71%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#33 of 33
Top 100%
3Y CAGR
#28 of 28
Top 100%
5Y CAGR
#27 of 28
Top 96%
Sharpe
#28 of 33
Top 85%