1Y
-4.38%
3Y
+8.52%
5Y
+6.94%
Since Inception
+10.10%
Sharpe
0.33
Sortino
0.48
Max Drawdown
-21.86%
Volatility
13.56%
Alpha
-0.85%
Beta
0.88
Info Ratio
-0.45
Up / Down Capture
90 / 91
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹802 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#211 of 238
Top 89%
3Y CAGR
#123 of 143
Top 86%
5Y CAGR
#90 of 103
Top 87%
Sharpe
#166 of 237
Top 70%