1Y
+6.14%
3Y
+7.55%
5Y
+6.63%
Since Inception
+6.61%
Sharpe
-
Sortino
-
Max Drawdown
-0.61%
Volatility
0.71%
Alpha
+0.23%
Beta
1.31
Info Ratio
0.87
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-15
AUM₹15.0K Cr (January - March 2026)
Expense ratio (Direct)0.42%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Low Duration
1Y
#6 of 27
Top 22%
3Y CAGR
#4 of 25
Top 16%
5Y CAGR
#4 of 22
Top 18%
Sharpe
-