1Y
+0.17%
3Y
+13.21%
5Y
-
Since Inception
+15.51%
Sharpe
0.57
Sortino
0.85
Max Drawdown
-16.70%
Volatility
15.83%
Alpha
+0.04%
Beta
0.95
Info Ratio
-0.05
Up / Down Capture
97 / 96
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-03-06
AUM₹1.4K Cr (January - March 2026)
Expense ratio (Direct)0.68%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#105 of 225
Top 47%
3Y CAGR
#85 of 128
Top 66%
5Y CAGR
-
Sharpe
#82 of 225
Top 36%