1Y
+5.53%
3Y
+7.40%
5Y
-
Since Inception
+7.48%
Sharpe
0.17
Sortino
0.26
Max Drawdown
-0.63%
Volatility
1.42%
Alpha
+0.17%
Beta
0.05
Info Ratio
-0.15
Up / Down Capture
25 / -12
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2022-10-17
AUM₹545 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#124 of 352
Top 35%
3Y CAGR
#96 of 196
Top 49%
5Y CAGR
-
Sharpe
#179 of 316
Top 57%