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Kotak CRISIL - IBX AAA Financial Services Index Sep - 2027 Fund
Kotak Mahindra·
Index Fund
1Y
+6.06%
3Y
-
5Y
-
Since Inception
+7.57%
Sharpe
0.34
Sortino
0.54
Max Drawdown
-0.38%
Volatility
1.08%
Alpha
+0.84%
provisional: short history
Beta
0.04
provisional: short history
Info Ratio
0.68
provisional: short history
Up / Down Capture
24 / -16
provisional: short history
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-09-23
AUM₹582 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#78 of 352
Top 22%
3Y CAGR
-
5Y CAGR
-
Sharpe
#96 of 316
Top 30%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.