1Y
+1.24%
3Y
+13.40%
5Y
+10.98%
Since Inception
+13.80%
Sharpe
0.40
Sortino
0.58
Max Drawdown
-17.77%
Volatility
13.91%
Alpha
+1.69%
Beta
0.94
Info Ratio
0.37
Up / Down Capture
101 / 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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Flexi Cap
1Y
#33 of 44
Top 75%
3Y CAGR
#21 of 38
Top 55%
5Y CAGR
#15 of 28
Top 54%
Sharpe
#24 of 44
Top 55%