1Y
+3.43%
3Y
-
5Y
-
Since Inception
+3.50%
Sharpe
-0.28
Sortino
-0.37
Max Drawdown
-20.42%
Volatility
19.45%
Alpha
+7.84%
provisional: short history
Beta
1.23
provisional: short history
Info Ratio
0.66
provisional: short history
Up / Down Capture
142 / 109
provisional: short history
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-08-21
AUM₹65 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#192 of 356
Top 54%
3Y CAGR
-
5Y CAGR
-
Sharpe
#232 of 323
Top 72%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.