1Y
-6.47%
3Y
+10.48%
5Y
+8.44%
Since Inception
+10.04%
Sharpe
0.29
Sortino
0.42
Max Drawdown
-21.86%
Volatility
13.86%
Alpha
-1.31%
Beta
0.88
Info Ratio
-0.64
Up / Down Capture
88 / 91
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹802 Cr (January - March 2026)
Expense ratio (Direct)0.93%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#182 of 225
Top 81%
3Y CAGR
#103 of 128
Top 80%
5Y CAGR
#90 of 99
Top 91%
Sharpe
#153 of 225
Top 68%