1Y
+4.10%
3Y
+10.18%
5Y
+10.01%
Since Inception
+10.71%
Sharpe
0.68
Sortino
1.01
Max Drawdown
-5.97%
Volatility
5.22%
Alpha
+3.12%
Beta
1.11
Info Ratio
1.29
Up / Down Capture
129 / 105
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹9.6K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#12 of 25
Top 48%
3Y CAGR
#4 of 22
Top 18%
5Y CAGR
#1 of 18
Top 6%
Sharpe
#4 of 25
Top 16%