1Y
+18.00%
3Y
+21.15%
5Y
-
Since Inception
+21.12%
Sharpe
0.87
Sortino
1.37
Max Drawdown
-22.27%
Volatility
15.47%
Alpha
+7.20%
Beta
1.03
Info Ratio
1.16
Up / Down Capture
121 / 88
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2022-03-02
AUM₹2.5K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#31 of 238
Top 13%
3Y CAGR
#22 of 143
Top 15%
5Y CAGR
-
Sharpe
#31 of 237
Top 13%