1Y
+5.36%
3Y
+6.22%
5Y
+5.61%
Since Inception
+5.54%
Sharpe
-
Sortino
-
Max Drawdown
0.00%
Volatility
0.37%
Alpha
-0.18%
Beta
0.80
Info Ratio
0.07
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)0.07%
Minimum lumpsumRs 1,000
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Overnight
1Y
#7 of 37
Top 19%
3Y CAGR
#8 of 34
Top 24%
5Y CAGR
#11 of 28
Top 39%
Sharpe
-