1Y
+5.29%
3Y
+6.07%
5Y
+5.73%
Since Inception
+5.52%
Sharpe
-
Sortino
-
Max Drawdown
0.00%
Volatility
0.36%
Alpha
-0.31%
Beta
0.63
Info Ratio
0.49
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-14
AUM₹8.9K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 1,000
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Overnight
1Y
#11 of 39
Top 28%
3Y CAGR
#9 of 34
Top 26%
5Y CAGR
#7 of 28
Top 25%
Sharpe
-