1Y
+1.39%
3Y
+9.33%
5Y
+9.10%
Since Inception
+9.75%
Sharpe
0.48
Sortino
0.70
Max Drawdown
-4.42%
Volatility
4.92%
Alpha
+3.10%
Beta
1.46
Info Ratio
1.13
Up / Down Capture
150 / 168
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-15
AUM₹3.0K Cr (January - March 2026)
Expense ratio (Direct)0.48%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#9 of 19
Top 47%
3Y CAGR
#4 of 19
Top 21%
5Y CAGR
#3 of 18
Top 17%
Sharpe
#6 of 19
Top 32%