1Y
+4.69%
3Y
+14.47%
5Y
-
Since Inception
+14.55%
Sharpe
0.58
Sortino
0.83
Max Drawdown
-18.93%
Volatility
14.19%
Alpha
+2.59%
Beta
0.94
Info Ratio
0.44
Up / Down Capture
102 / 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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#114 of 238
Top 48%
3Y CAGR
#73 of 143
Top 51%
5Y CAGR
-
Sharpe
#95 of 237
Top 40%