1Y
-1.48%
3Y
+9.69%
5Y
+12.40%
Since Inception
+19.42%
Sharpe
0.58
Sortino
0.91
Max Drawdown
-30.90%
Volatility
18.44%
Alpha
-3.12%
Beta
0.85
Info Ratio
-0.66
Up / Down Capture
79 / 84
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹10.7K Cr (January - March 2026)
Expense ratio (Direct)0.48%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#31 of 32
Top 97%
3Y CAGR
#25 of 26
Top 96%
5Y CAGR
#17 of 21
Top 81%
Sharpe
#20 of 32
Top 62%