1Y
+3.04%
3Y
+20.31%
5Y
+17.80%
Since Inception
+19.77%
Sharpe
0.80
Sortino
1.27
Max Drawdown
-20.87%
Volatility
15.97%
Alpha
+0.46%
Beta
0.93
Info Ratio
-0.11
Up / Down Capture
92 / 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)0.38%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#10 of 31
Top 32%
3Y CAGR
#14 of 29
Top 48%
5Y CAGR
#9 of 22
Top 41%
Sharpe
#12 of 31
Top 39%