1Y
+7.73%
3Y
+14.04%
5Y
-
Since Inception
+11.07%
Sharpe
0.33
Sortino
0.50
Max Drawdown
-20.05%
Volatility
13.20%
Alpha
+0.40%
Beta
0.88
Info Ratio
-0.08
Up / Down Capture
86 / 77
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹62 Cr
Expense ratio (Direct)0.91%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#44 of 225
Top 20%
3Y CAGR
#79 of 128
Top 62%
5Y CAGR
-
Sharpe
#146 of 225
Top 65%
Data quality flags
- One or more NAV rows were zero or negative and were dropped from the series.
- Latest NAV is older than 30 days.