1Y
+1.38%
3Y
+16.44%
5Y
-
Since Inception
+15.26%
Sharpe
0.57
Sortino
0.83
Max Drawdown
-18.42%
Volatility
14.58%
Alpha
+3.07%
Beta
0.95
Info Ratio
0.57
Up / Down Capture
102 / 84
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2022-10-06
AUM₹136 Cr (January - March 2026)
Expense ratio (Direct)0.63%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#95 of 225
Top 42%
3Y CAGR
#61 of 128
Top 48%
5Y CAGR
-
Sharpe
#83 of 225
Top 37%