1Y
+30.68%
3Y
-
5Y
-
Since Inception
+23.52%
Sharpe
0.92
Sortino
1.50
Max Drawdown
-18.05%
Volatility
16.55%
Alpha
+12.71%
Beta
0.74
Info Ratio
0.92
Up / Down Capture
121 / 53
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-12-18
AUM₹462 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#3 of 238
Top 1%
3Y CAGR
-
5Y CAGR
-
Sharpe
#22 of 237
Top 9%