1Y
+4.21%
3Y
+10.68%
5Y
+10.30%
Since Inception
+10.70%
Sharpe
0.67
Sortino
0.99
Max Drawdown
-5.97%
Volatility
5.34%
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)0.69%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#6 of 23
Top 26%
3Y CAGR
#3 of 21
Top 14%
5Y CAGR
#1 of 18
Top 6%
Sharpe
#3 of 23
Top 13%