1Y
+4.36%
3Y
+6.87%
5Y
-
Since Inception
+7.40%
Sharpe
0.20
Sortino
0.28
Max Drawdown
-2.33%
Volatility
2.81%
Alpha
-0.09%
Beta
0.10
Info Ratio
-0.17
Up / Down Capture
30 / -2
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-02-22
AUM₹195 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#177 of 352
Top 50%
3Y CAGR
#158 of 196
Top 81%
5Y CAGR
-
Sharpe
#171 of 316
Top 54%