1Y
-3.39%
3Y
+9.95%
5Y
+8.61%
Since Inception
+12.39%
Sharpe
0.48
Sortino
0.72
Max Drawdown
-17.35%
Volatility
13.17%
Alpha
+1.72%
Beta
0.96
Info Ratio
0.79
Up / Down Capture
104 / 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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#24 of 37
Top 65%
3Y CAGR
#17 of 34
Top 50%
5Y CAGR
#14 of 31
Top 45%
Sharpe
#10 of 37
Top 27%