1Y
+10.88%
3Y
+21.14%
5Y
+15.80%
Since Inception
+18.41%
Sharpe
0.79
Sortino
1.25
Max Drawdown
-21.72%
Volatility
14.21%
Alpha
+7.95%
Beta
0.91
Info Ratio
1.12
Up / Down Capture
110 / 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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#63 of 238
Top 26%
3Y CAGR
#23 of 143
Top 16%
5Y CAGR
#30 of 103
Top 29%
Sharpe
#42 of 237
Top 18%