1Y
+6.84%
3Y
-
5Y
-
Since Inception
+2.93%
Sharpe
-0.37
Sortino
-0.46
Max Drawdown
-18.11%
Volatility
16.63%
Alpha
-3.01%
provisional: short history
Beta
0.92
provisional: short history
Info Ratio
-0.39
provisional: short history
Up / Down Capture
77 / 86
provisional: short history
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2024-12-05
AUM₹1.5K Cr (January - March 2026)
Expense ratio (Direct)2.30%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#94 of 242
Top 39%
3Y CAGR
-
5Y CAGR
-
Sharpe
#221 of 242
Top 91%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.