1Y
-3.99%
3Y
-
5Y
-
Since Inception
+16.14%
Sharpe
0.62
Sortino
0.98
Max Drawdown
-17.06%
Volatility
18.49%
Alpha
+8.79%
Beta
1.16
Info Ratio
1.04
Up / Down Capture
142 / 104
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-08-21
AUM₹95 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
#206 of 325
Top 63%
3Y CAGR
-
5Y CAGR
-
Sharpe
#21 of 293
Top 7%