1Y
+5.48%
3Y
+14.58%
5Y
+11.74%
Since Inception
+15.24%
Sharpe
0.69
Sortino
1.05
Max Drawdown
-18.37%
Volatility
13.43%
Alpha
+3.80%
Beta
0.93
Info Ratio
1.04
Up / Down Capture
104 / 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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#8 of 29
Top 28%
3Y CAGR
#9 of 28
Top 32%
5Y CAGR
#9 of 23
Top 39%
Sharpe
#6 of 29
Top 21%