1Y
+7.94%
3Y
+15.32%
5Y
+14.82%
Since Inception
+17.05%
Sharpe
1.01
Sortino
1.55
Max Drawdown
-15.34%
Volatility
9.61%
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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Domestic
1Y
#39 of 99
Top 39%
3Y CAGR
#32 of 70
Top 46%
5Y CAGR
#13 of 52
Top 25%
Sharpe
#5 of 93
Top 5%