1Y
+0.15%
3Y
-
5Y
-
Since Inception
+12.85%
Sharpe
0.41
Sortino
0.58
Max Drawdown
-20.60%
Volatility
17.27%
Alpha
+2.86%
Beta
0.96
Info Ratio
0.34
Up / Down Capture
105 / 91
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-11-22
AUM₹1.7K Cr (January - March 2026)
Expense ratio (Direct)0.57%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#106 of 225
Top 47%
3Y CAGR
-
5Y CAGR
-
Sharpe
#122 of 225
Top 54%