1Y
-21.27%
3Y
-
5Y
-
Since Inception
-12.48%
Sharpe
-0.69
Sortino
-0.83
Max Drawdown
-31.10%
Volatility
24.73%
Alpha
-3.15%
provisional: short history
Beta
1.34
provisional: short history
Info Ratio
-0.45
provisional: short history
Up / Down Capture
98 / 129
provisional: short history
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-09-30
AUM₹31 Cr (January - March 2026)
Expense ratio (Direct)0.33%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#313 of 325
Top 96%
3Y CAGR
-
5Y CAGR
-
Sharpe
#284 of 293
Top 97%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.