1Y
+9.08%
3Y
+20.94%
5Y
-
Since Inception
+19.39%
Sharpe
0.78
Sortino
1.21
Max Drawdown
-22.27%
Volatility
15.81%
Alpha
+7.57%
Beta
1.04
Info Ratio
1.22
Up / Down Capture
122 / 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)0.59%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#33 of 225
Top 15%
3Y CAGR
#31 of 128
Top 24%
5Y CAGR
-
Sharpe
#42 of 225
Top 19%