1Y
+5.76%
3Y
+14.75%
5Y
+14.73%
Since Inception
+18.22%
Sharpe
0.78
Sortino
1.25
Max Drawdown
-21.22%
Volatility
14.89%
Alpha
+0.49%
Beta
0.90
Info Ratio
-0.22
Up / Down Capture
89 / 81
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹5.4K Cr (January - March 2026)
Expense ratio (Direct)0.66%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#23 of 32
Top 72%
3Y CAGR
#23 of 30
Top 77%
5Y CAGR
#14 of 22
Top 64%
Sharpe
#17 of 32
Top 53%