1Y
+1.62%
3Y
+20.57%
5Y
-
Since Inception
+16.26%
Sharpe
0.63
Sortino
0.98
Max Drawdown
-21.00%
Volatility
16.81%
Alpha
+6.61%
Beta
1.12
Info Ratio
1.58
Up / Down Capture
128 / 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)0.45%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#9 of 31
Top 29%
3Y CAGR
#2 of 19
Top 11%
5Y CAGR
-
Sharpe
#11 of 31
Top 35%