1Y
+0.94%
3Y
+13.98%
5Y
+12.60%
Since Inception
+14.01%
Sharpe
0.62
Sortino
0.94
Max Drawdown
-14.59%
Volatility
11.36%
Alpha
+5.84%
Beta
1.26
Info Ratio
1.05
Up / Down Capture
141 / 108
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹8.1K Cr (January - March 2026)
Expense ratio (Direct)0.47%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#7 of 32
Top 22%
3Y CAGR
#7 of 32
Top 22%
5Y CAGR
#9 of 28
Top 32%
Sharpe
#9 of 32
Top 28%