1Y
+2.00%
3Y
+12.93%
5Y
+12.16%
Since Inception
+14.86%
Sharpe
0.38
Sortino
0.58
Max Drawdown
-23.13%
Volatility
16.07%
Alpha
+1.64%
Beta
0.90
Info Ratio
0.14
Up / Down Capture
96 / 84
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹3.1K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#159 of 242
Top 66%
3Y CAGR
#93 of 145
Top 64%
5Y CAGR
#57 of 104
Top 55%
Sharpe
#106 of 242
Top 44%