1Y
+18.03%
3Y
-
5Y
-
Since Inception
+11.53%
Sharpe
0.39
Sortino
0.60
Max Drawdown
-16.52%
Volatility
19.48%
Alpha
+12.57%
provisional: short history
Beta
1.03
provisional: short history
Info Ratio
1.59
provisional: short history
Up / Down Capture
126 / 67
provisional: short history
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-10-31
AUM₹2.0K Cr (January - March 2026)
Expense ratio (Direct)0.64%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#10 of 225
Top 4%
3Y CAGR
-
5Y CAGR
-
Sharpe
#125 of 225
Top 56%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.