1Y
+19.60%
3Y
-
5Y
-
Since Inception
+13.54%
Sharpe
0.48
Sortino
0.74
Max Drawdown
-16.52%
Volatility
18.35%
Alpha
+13.07%
provisional: short history
Beta
1.03
provisional: short history
Info Ratio
1.69
provisional: short history
Up / Down Capture
130 / 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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#24 of 238
Top 10%
3Y CAGR
-
5Y CAGR
-
Sharpe
#122 of 237
Top 51%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.