1Y
+3.57%
3Y
+15.66%
5Y
+13.55%
Since Inception
+15.14%
Sharpe
0.63
Sortino
0.96
Max Drawdown
-18.37%
Volatility
13.72%
Alpha
+2.90%
Beta
0.92
Info Ratio
0.81
Up / Down Capture
100 / 83
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹3.9K Cr (January - March 2026)
Expense ratio (Direct)0.54%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#4 of 29
Top 14%
3Y CAGR
#7 of 26
Top 27%
5Y CAGR
#5 of 22
Top 23%
Sharpe
#7 of 29
Top 24%