1Y
-1.31%
3Y
+17.64%
5Y
+15.62%
Since Inception
+17.27%
Sharpe
0.72
Sortino
1.11
Max Drawdown
-18.95%
Volatility
14.55%
Alpha
+4.16%
Beta
1.00
Info Ratio
1.36
Up / Down Capture
112 / 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)0.58%
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%