1Y
+0.72%
3Y
+14.95%
5Y
+13.80%
Since Inception
+16.96%
Sharpe
0.75
Sortino
1.16
Max Drawdown
-18.95%
Volatility
14.21%
Alpha
+4.51%
Beta
1.00
Info Ratio
1.43
Up / Down Capture
113 / 93
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹5.0K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Contra
1Y
#1 of 3
Top 33%
3Y CAGR
#1 of 3
Top 33%
5Y CAGR
#2 of 3
Top 67%
Sharpe
#2 of 3
Top 67%