1Y
-1.28%
3Y
+11.31%
5Y
+10.18%
Since Inception
+13.11%
Sharpe
0.52
Sortino
0.77
Max Drawdown
-17.77%
Volatility
13.79%
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
#31 of 42
Top 74%
3Y CAGR
#24 of 38
Top 63%
5Y CAGR
#17 of 28
Top 61%
Sharpe
#25 of 42
Top 60%