1Y
+2.37%
3Y
+14.07%
5Y
-
Since Inception
+16.02%
Sharpe
0.66
Sortino
1.02
Max Drawdown
-17.06%
Volatility
17.68%
Alpha
+8.64%
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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#206 of 352
Top 59%
3Y CAGR
#40 of 196
Top 20%
5Y CAGR
-
Sharpe
#22 of 316
Top 7%