1Y
+4.03%
3Y
-
5Y
-
Since Inception
-3.59%
Sharpe
-0.14
Sortino
-0.18
Max Drawdown
-25.46%
Volatility
21.48%
Alpha
+2.85%
provisional: short history
Beta
1.29
provisional: short history
Info Ratio
0.09
provisional: short history
Up / Down Capture
135 / 131
provisional: short history
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-10-11
AUM₹313 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#187 of 352
Top 53%
3Y CAGR
-
5Y CAGR
-
Sharpe
#237 of 316
Top 75%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.