1Y
+3.26%
3Y
-
5Y
-
Since Inception
-1.30%
Sharpe
-0.27
Sortino
-0.37
Max Drawdown
-26.84%
Volatility
22.43%
Alpha
+5.14%
provisional: short history
Beta
1.31
provisional: short history
Info Ratio
0.19
provisional: short history
Up / Down Capture
133 / 117
provisional: short history
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-08-05
AUM₹87 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#200 of 352
Top 57%
3Y CAGR
-
5Y CAGR
-
Sharpe
#258 of 316
Top 82%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.