1Y
+0.50%
3Y
-
5Y
-
Since Inception
+3.95%
Sharpe
0.05
Sortino
0.07
Max Drawdown
-13.48%
Volatility
19.52%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-12-30
AUM₹35 Cr (January - March 2026)
Expense ratio (Direct)0.22%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#145 of 325
Top 45%
3Y CAGR
-
5Y CAGR
-
Sharpe
#188 of 293
Top 64%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.