1Y
+0.36%
3Y
-
5Y
-
Since Inception
+5.26%
Sharpe
0.07
Sortino
0.10
Max Drawdown
-12.49%
Volatility
15.81%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-12-30
AUM₹47 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
#147 of 325
Top 45%
3Y CAGR
-
5Y CAGR
-
Sharpe
#183 of 293
Top 62%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.