1Y
+1.43%
3Y
+13.13%
5Y
+13.08%
Since Inception
+16.06%
Sharpe
0.70
Sortino
1.06
Max Drawdown
-18.50%
Volatility
13.84%
Alpha
+1.60%
Beta
0.93
Info Ratio
0.23
Up / Down Capture
101 / 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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#25 of 36
Top 69%
3Y CAGR
#17 of 28
Top 61%
5Y CAGR
#9 of 28
Top 32%
Sharpe
#12 of 36
Top 33%