1Y
+16.17%
3Y
-
5Y
-
Since Inception
+20.05%
Sharpe
0.70
Sortino
1.11
Max Drawdown
-18.05%
Volatility
17.00%
Alpha
+10.73%
Beta
0.73
Info Ratio
0.78
Up / Down Capture
112 / 53
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-12-18
AUM₹462 Cr (January - March 2026)
Expense ratio (Direct)0.74%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#11 of 225
Top 5%
3Y CAGR
-
5Y CAGR
-
Sharpe
#53 of 225
Top 24%