1Y
-7.98%
3Y
+7.26%
5Y
-
Since Inception
+6.98%
Sharpe
0.19
Sortino
0.27
Max Drawdown
-26.59%
Volatility
19.85%
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
#326 of 352
Top 93%
3Y CAGR
#121 of 196
Top 62%
5Y CAGR
-
Sharpe
#172 of 316
Top 54%