1Y
+7.67%
3Y
+20.53%
5Y
+16.16%
Since Inception
+17.37%
Sharpe
0.72
Sortino
1.14
Max Drawdown
-21.72%
Volatility
14.47%
Alpha
+7.34%
Beta
0.90
Info Ratio
1.01
Up / Down Capture
107 / 67
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹3.3K Cr (January - March 2026)
Expense ratio (Direct)0.48%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#46 of 225
Top 20%
3Y CAGR
#35 of 128
Top 27%
5Y CAGR
#30 of 99
Top 30%
Sharpe
#49 of 225
Top 22%