1Y
-4.82%
3Y
+12.31%
5Y
+12.56%
Since Inception
+14.27%
Sharpe
0.54
Sortino
0.79
Max Drawdown
-19.57%
Volatility
14.05%
Alpha
-0.30%
Beta
0.96
Info Ratio
-0.14
Up / Down Capture
100 / 105
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹6.2K Cr (January - March 2026)
Expense ratio (Direct)0.62%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#38 of 58
Top 66%
3Y CAGR
#40 of 56
Top 71%
5Y CAGR
#28 of 45
Top 62%
Sharpe
#30 of 58
Top 52%