1Y
-0.47%
3Y
+17.13%
5Y
+20.50%
Since Inception
+22.54%
Sharpe
0.89
Sortino
1.40
Max Drawdown
-27.73%
Volatility
18.21%
Alpha
+3.89%
Beta
1.26
Info Ratio
0.59
Up / Down Capture
132 / 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)0.69%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#113 of 225
Top 50%
3Y CAGR
#57 of 128
Top 45%
5Y CAGR
#14 of 99
Top 14%
Sharpe
#19 of 225
Top 8%