1Y
+4.29%
3Y
+12.94%
5Y
-
Since Inception
+13.26%
Sharpe
0.54
Sortino
0.80
Max Drawdown
-22.39%
Volatility
15.38%
Alpha
+0.34%
Beta
0.98
Info Ratio
0.04
Up / Down Capture
94 / 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
#3 of 31
Top 10%
3Y CAGR
#18 of 19
Top 95%
5Y CAGR
-
Sharpe
#16 of 31
Top 52%