1Y
+6.14%
3Y
+7.25%
5Y
+6.57%
Since Inception
+6.33%
Sharpe
-
Sortino
-
Max Drawdown
-0.48%
Volatility
0.70%
Alpha
-0.01%
Beta
1.11
Info Ratio
-0.12
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-15
AUM₹3.3K Cr (January - March 2026)
Expense ratio (Direct)0.38%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Low Duration
1Y
#2 of 28
Top 7%
3Y CAGR
#12 of 25
Top 48%
5Y CAGR
#11 of 22
Top 50%
Sharpe
-