1Y
+2.14%
3Y
+18.47%
5Y
+16.42%
Since Inception
+18.35%
Sharpe
0.75
Sortino
1.19
Max Drawdown
-21.22%
Volatility
15.25%
Alpha
-0.28%
Beta
0.89
Info Ratio
-0.49
Up / Down Capture
87 / 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
#16 of 31
Top 52%
3Y CAGR
#19 of 29
Top 66%
5Y CAGR
#12 of 22
Top 55%
Sharpe
#18 of 31
Top 58%