1Y
-16.67%
3Y
+9.96%
5Y
-
Since Inception
+5.47%
Sharpe
0.11
Sortino
0.15
Max Drawdown
-27.93%
Volatility
17.99%
Alpha
-0.45%
Beta
0.94
Info Ratio
-0.08
Up / Down Capture
89 / 84
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2022-04-22
AUM₹121 Cr (January - March 2026)
Expense ratio (Direct)0.14%
Minimum lumpsumRs 5,000
Minimum SIPRs 150
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#12 of 13
Top 92%
3Y CAGR
#5 of 5
Top 100%
5Y CAGR
-
Sharpe
#6 of 13
Top 46%