1Y
-4.68%
3Y
-
5Y
-
Since Inception
-5.90%
Sharpe
-0.19
Sortino
-0.25
Max Drawdown
-25.46%
Volatility
22.90%
Alpha
+4.30%
provisional: short history
Beta
1.29
provisional: short history
Info Ratio
0.18
provisional: short history
Up / Down Capture
143 / 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)0.28%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#217 of 325
Top 67%
3Y CAGR
-
5Y CAGR
-
Sharpe
#219 of 293
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.