1Y
+6.95%
3Y
+7.47%
5Y
+6.95%
Since Inception
+6.71%
Sharpe
-
Sortino
-
Max Drawdown
-0.32%
Volatility
0.60%
Alpha
+0.29%
Beta
0.57
Info Ratio
0.49
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹20.7K Cr (January - March 2026)
Expense ratio (Direct)1.55%
Minimum lumpsumRs 5,000
Minimum SIPRs 150
Risk rating-
Investment objective
Not available.
Peer rankwithin Arbitrage
1Y
#9 of 39
Top 23%
3Y CAGR
#3 of 32
Top 9%
5Y CAGR
#4 of 25
Top 16%
Sharpe
-