1Y
-7.00%
3Y
+9.69%
5Y
-
Since Inception
+8.16%
Sharpe
0.17
Sortino
0.24
Max Drawdown
-27.93%
Volatility
18.92%
Alpha
-2.37%
Beta
0.93
Info Ratio
-0.24
Up / Down Capture
81 / 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
#13 of 13
Top 100%
3Y CAGR
#4 of 5
Top 80%
5Y CAGR
-
Sharpe
#5 of 13
Top 38%