1Y
-3.95%
3Y
+13.50%
5Y
+12.01%
Since Inception
+13.46%
Sharpe
0.50
Sortino
0.75
Max Drawdown
-17.77%
Volatility
14.12%
Alpha
+1.07%
Beta
0.94
Info Ratio
0.18
Up / Down Capture
98 / 92
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹55.5K Cr (January - March 2026)
Expense ratio (Direct)0.59%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#24 of 41
Top 59%
3Y CAGR
#18 of 35
Top 51%
5Y CAGR
#12 of 25
Top 48%
Sharpe
#21 of 40
Top 52%