1Y
+6.05%
3Y
+16.16%
5Y
+15.71%
Since Inception
+17.01%
Sharpe
1.01
Sortino
1.54
Max Drawdown
-15.34%
Volatility
9.77%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹2.4K Cr (January - March 2026)
Expense ratio (Direct)0.94%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Domestic
1Y
#37 of 86
Top 43%
3Y CAGR
#33 of 70
Top 47%
5Y CAGR
#8 of 50
Top 16%
Sharpe
#6 of 81
Top 7%