1Y
-6.12%
3Y
+7.20%
5Y
-
Since Inception
+7.20%
Sharpe
-0.03
Sortino
-0.04
Max Drawdown
-26.59%
Volatility
20.07%
Alpha
+0.47%
Beta
1.22
Info Ratio
0.08
Up / Down Capture
112 / 113
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-09-04
AUM₹14 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#346 of 356
Top 97%
3Y CAGR
#171 of 201
Top 85%
5Y CAGR
-
Sharpe
#168 of 323
Top 52%