1Y
-0.23%
3Y
+9.95%
5Y
-
Since Inception
+11.50%
Sharpe
0.38
Sortino
0.53
Max Drawdown
-31.60%
Volatility
19.47%
Alpha
+4.72%
Beta
1.25
Info Ratio
0.50
Up / Down Capture
150 / 145
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-06-20
AUM₹495 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#239 of 352
Top 68%
3Y CAGR
#55 of 196
Top 28%
5Y CAGR
-
Sharpe
#83 of 316
Top 26%