1Y
+7.10%
3Y
+14.74%
5Y
+13.68%
Since Inception
+17.15%
Sharpe
0.56
Sortino
0.89
Max Drawdown
-20.70%
Volatility
15.67%
Alpha
+3.28%
Beta
0.97
Info Ratio
0.38
Up / Down Capture
102 / 82
NAV (last ~1 year)
Fund details
AMCTata
Fund manager-
Data from2021-04-13
AUM₹2.5K Cr (January - March 2026)
Expense ratio (Direct)0.76%
Minimum lumpsumRs 5,000
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#91 of 242
Top 38%
3Y CAGR
#75 of 145
Top 52%
5Y CAGR
#41 of 104
Top 39%
Sharpe
#59 of 242
Top 24%