1Y
-2.65%
3Y
+9.49%
5Y
-
Since Inception
+11.52%
Sharpe
0.20
Sortino
0.28
Max Drawdown
-31.60%
Volatility
19.48%
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
#313 of 356
Top 88%
3Y CAGR
#87 of 201
Top 43%
5Y CAGR
-
Sharpe
#90 of 323
Top 28%