1Y
+2.75%
3Y
+7.06%
5Y
-
Since Inception
+6.73%
Sharpe
-0.20
Sortino
-0.25
Max Drawdown
-3.24%
Volatility
2.99%
Alpha
-0.71%
Beta
0.08
Info Ratio
-0.27
Up / Down Capture
24 / -6
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2022-02-18
AUM₹3.4K Cr (January - March 2026)
Expense ratio (Direct)0.20%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#132 of 325
Top 41%
3Y CAGR
#168 of 188
Top 89%
5Y CAGR
-
Sharpe
#223 of 293
Top 76%