1Y
-6.62%
3Y
+7.38%
5Y
+8.97%
Since Inception
+12.09%
Sharpe
0.29
Sortino
0.42
Max Drawdown
-21.72%
Volatility
14.51%
Alpha
-4.87%
Beta
0.98
Info Ratio
-1.27
Up / Down Capture
86 / 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
#36 of 36
Top 100%
3Y CAGR
#28 of 28
Top 100%
5Y CAGR
#26 of 28
Top 93%
Sharpe
#28 of 36
Top 78%