1Y
+2.07%
3Y
-
5Y
-
Since Inception
+4.46%
Sharpe
-0.61
Sortino
-0.76
Max Drawdown
-6.11%
Volatility
5.34%
Alpha
-0.81%
Beta
0.88
Info Ratio
-0.67
Up / Down Capture
89 / 89
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-03-12
AUM₹118 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Long Duration
1Y
#7 of 11
Top 64%
3Y CAGR
-
5Y CAGR
-
Sharpe
#10 of 11
Top 91%