1Y
+3.90%
3Y
-
5Y
-
Since Inception
+7.55%
Sharpe
0.35
Sortino
0.51
Max Drawdown
-2.09%
Volatility
2.72%
Alpha
+0.86%
Beta
0.11
Info Ratio
-0.17
Up / Down Capture
31 / -7
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-10-13
AUM₹22 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#190 of 352
Top 54%
3Y CAGR
-
5Y CAGR
-
Sharpe
#90 of 316
Top 28%