1Y
+4.24%
3Y
+11.93%
5Y
-
Since Inception
+14.91%
Sharpe
0.64
Sortino
0.98
Max Drawdown
-16.70%
Volatility
15.52%
Alpha
+2.01%
Beta
0.95
Info Ratio
0.24
Up / Down Capture
104 / 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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#119 of 238
Top 50%
3Y CAGR
#91 of 143
Top 64%
5Y CAGR
-
Sharpe
#77 of 237
Top 32%