1Y
-0.58%
3Y
-
5Y
-
Since Inception
-4.83%
Sharpe
-0.22
Sortino
-0.30
Max Drawdown
-43.55%
Volatility
29.13%
Alpha
-6.87%
Beta
1.66
Info Ratio
-0.44
Up / Down Capture
146 / 210
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2024-04-30
AUM₹44 Cr (January - March 2026)
Expense ratio (Direct)0.52%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#250 of 352
Top 71%
3Y CAGR
-
5Y CAGR
-
Sharpe
#248 of 316
Top 78%