1Y
+1.19%
3Y
+11.06%
5Y
+11.58%
Since Inception
+14.67%
Sharpe
0.60
Sortino
0.89
Max Drawdown
-19.57%
Volatility
13.75%
Alpha
+0.50%
Beta
0.96
Info Ratio
0.06
Up / Down Capture
103 / 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)-
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#28 of 58
Top 48%
3Y CAGR
#36 of 57
Top 63%
5Y CAGR
#19 of 45
Top 42%
Sharpe
#28 of 58
Top 48%