1Y
+2.99%
3Y
+12.68%
5Y
+11.85%
Since Inception
+14.06%
Sharpe
0.67
Sortino
1.01
Max Drawdown
-14.59%
Volatility
11.11%
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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Aggressive Hybrid
1Y
#9 of 32
Top 28%
3Y CAGR
#8 of 32
Top 25%
5Y CAGR
#6 of 28
Top 21%
Sharpe
#8 of 32
Top 25%