1Y
-5.20%
3Y
+11.84%
5Y
+10.99%
Since Inception
+12.67%
Sharpe
0.46
Sortino
0.68
Max Drawdown
-17.35%
Volatility
13.48%
Alpha
+1.35%
Beta
0.96
Info Ratio
0.60
Up / Down Capture
102 / 95
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹10.8K Cr (January - March 2026)
Expense ratio (Direct)0.63%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#16 of 37
Top 43%
3Y CAGR
#13 of 34
Top 38%
5Y CAGR
#9 of 30
Top 30%
Sharpe
#10 of 37
Top 27%