1Y
+3.65%
3Y
+13.77%
5Y
-
Since Inception
+16.17%
Sharpe
0.60
Sortino
0.90
Max Drawdown
-25.92%
Volatility
18.66%
Alpha
+10.37%
Beta
1.16
Info Ratio
0.86
Up / Down Capture
152 / 108
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2022-10-31
AUM₹1.0K Cr (January - March 2026)
Expense ratio (Direct)0.50%
Minimum lumpsumRs 5,000
Minimum SIPRs 150
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#193 of 352
Top 55%
3Y CAGR
#42 of 196
Top 21%
5Y CAGR
-
Sharpe
#30 of 316
Top 9%