1Y
+6.59%
3Y
+7.67%
5Y
+6.81%
Since Inception
+6.75%
Sharpe
-
Sortino
-
Max Drawdown
-0.27%
Volatility
0.62%
Alpha
+0.14%
Beta
0.68
Info Ratio
0.19
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹70.8K Cr (January - March 2026)
Expense ratio (Direct)0.38%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Arbitrage
1Y
#10 of 37
Top 27%
3Y CAGR
#1 of 30
Top 3%
5Y CAGR
#2 of 25
Top 8%
Sharpe
-