1Y
+5.82%
3Y
+17.41%
5Y
+11.50%
Since Inception
+15.36%
Sharpe
0.52
Sortino
0.79
Max Drawdown
-26.34%
Volatility
18.43%
Alpha
+9.01%
Beta
1.30
Info Ratio
0.96
Up / Down Capture
152 / 116
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹905 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#96 of 352
Top 27%
3Y CAGR
#12 of 196
Top 6%
5Y CAGR
#10 of 49
Top 20%
Sharpe
#43 of 316
Top 14%