1Y
+6.91%
3Y
+11.18%
5Y
-
Since Inception
+13.44%
Sharpe
0.39
Sortino
0.56
Max Drawdown
-22.39%
Volatility
14.96%
Alpha
+1.11%
Beta
0.98
Info Ratio
0.21
Up / Down Capture
96 / 86
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2023-02-09
AUM₹3.1K Cr (January - March 2026)
Expense ratio (Direct)2.41%
Minimum lumpsumRs 5,000
Minimum SIPRs 150
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#15 of 32
Top 47%
3Y CAGR
#22 of 23
Top 96%
5Y CAGR
-
Sharpe
#20 of 32
Top 62%