1Y
-2.18%
3Y
+15.44%
5Y
+14.68%
Since Inception
+16.12%
Sharpe
0.66
Sortino
1.00
Max Drawdown
-18.50%
Volatility
14.15%
Alpha
+0.59%
Beta
0.93
Info Ratio
-0.02
Up / Down Capture
97 / 95
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹29.8K Cr (January - March 2026)
Expense ratio (Direct)0.55%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#18 of 33
Top 55%
3Y CAGR
#14 of 28
Top 50%
5Y CAGR
#11 of 28
Top 39%
Sharpe
#11 of 33
Top 33%