1Y
+6.82%
3Y
+10.28%
5Y
-
Since Inception
+12.98%
Sharpe
0.57
Sortino
0.84
Max Drawdown
-22.39%
Volatility
14.83%
Alpha
+1.11%
Beta
0.98
Info Ratio
0.21
Up / Down Capture
96 / 86
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2023-02-09
AUM₹3.1K Cr (January - March 2026)
Expense ratio (Direct)2.41%
Minimum lumpsumRs 5,000
Minimum SIPRs 150
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#17 of 32
Top 53%
3Y CAGR
#22 of 22
Top 100%
5Y CAGR
-
Sharpe
#20 of 32
Top 62%