1Y
+6.09%
3Y
+7.44%
5Y
-
Since Inception
+6.36%
Sharpe
-0.41
Sortino
-0.46
Max Drawdown
-3.56%
Volatility
1.82%
Alpha
+0.17%
Beta
0.02
Info Ratio
-0.15
Up / Down Capture
22 / -16
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2022-02-18
AUM₹7.0K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#71 of 352
Top 20%
3Y CAGR
#83 of 196
Top 42%
5Y CAGR
-
Sharpe
#285 of 316
Top 90%