1Y
+4.53%
3Y
+6.99%
5Y
-
Since Inception
+6.56%
Sharpe
-0.10
Sortino
-0.13
Max Drawdown
-3.24%
Volatility
3.11%
Alpha
+0.19%
Beta
0.08
Info Ratio
-0.15
Up / Down Capture
29 / -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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#170 of 352
Top 48%
3Y CAGR
#154 of 196
Top 79%
5Y CAGR
-
Sharpe
#228 of 316
Top 72%