AIF · Equity · CAT III - LONG SHORT - CONSERVATIVE
TATA Absolute Return Fund
Fund size₹331 Cr
IRRSince inception8.50%
3Y return9.27%
Fund age7 yrs 6 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| TATA Absolute Return | — | 11.31% | 9.76% | 9.27% | 9.83% | 8.50% |
| Nifty 500 | −9.50% | — | — | — | — | — |
| Excess over benchmark | — | — | — | — | — | — |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
2.19%
A standard deviation reflecting historical swings.
Risk-reward
1.65
Sharpe
Excess return gained per unit of volatility.
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