1Y
+4.99%
3Y
+17.07%
5Y
-
Since Inception
+16.70%
Sharpe
0.65
Sortino
1.01
Max Drawdown
-21.00%
Volatility
16.38%
Alpha
+6.78%
Beta
1.12
Info Ratio
1.58
Up / Down Capture
129 / 103
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-10-06
AUM₹23.1K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#20 of 32
Top 62%
3Y CAGR
#8 of 22
Top 36%
5Y CAGR
-
Sharpe
#13 of 32
Top 41%