1Y
+8.64%
3Y
+16.82%
5Y
+18.60%
Since Inception
+22.97%
Sharpe
0.90
Sortino
1.42
Max Drawdown
-27.73%
Volatility
17.85%
Alpha
+4.89%
Beta
1.27
Info Ratio
0.67
Up / Down Capture
136 / 122
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹2.3K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#79 of 238
Top 33%
3Y CAGR
#51 of 143
Top 36%
5Y CAGR
#16 of 103
Top 16%
Sharpe
#24 of 237
Top 10%