1Y
+3.68%
3Y
+7.18%
5Y
-
Since Inception
+6.45%
Sharpe
-0.26
Sortino
-0.33
Max Drawdown
-3.24%
Volatility
3.14%
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
#178 of 356
Top 50%
3Y CAGR
#174 of 201
Top 87%
5Y CAGR
-
Sharpe
#225 of 323
Top 70%