1Y
+4.80%
3Y
+17.23%
5Y
+16.30%
Since Inception
+19.52%
Sharpe
0.84
Sortino
1.35
Max Drawdown
-20.87%
Volatility
15.60%
Alpha
+1.90%
Beta
0.93
Info Ratio
0.15
Up / Down Capture
96 / 86
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹59.2K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#24 of 32
Top 75%
3Y CAGR
#13 of 30
Top 43%
5Y CAGR
#9 of 22
Top 41%
Sharpe
#14 of 32
Top 44%