1Y
+0.03%
3Y
+14.77%
5Y
-
Since Inception
+13.54%
Sharpe
0.47
Sortino
0.67
Max Drawdown
-18.93%
Volatility
14.57%
Alpha
+1.61%
Beta
0.94
Info Ratio
0.26
Up / Down Capture
98 / 88
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2022-10-06
AUM₹2.8K 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
#108 of 225
Top 48%
3Y CAGR
#68 of 128
Top 53%
5Y CAGR
-
Sharpe
#106 of 225
Top 47%