1Y
-1.13%
3Y
-
5Y
-
Since Inception
+14.19%
Sharpe
0.52
Sortino
0.78
Max Drawdown
-22.32%
Volatility
17.98%
Alpha
+3.16%
Beta
1.06
Info Ratio
0.58
Up / Down Capture
112 / 99
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-08-08
AUM₹535 Cr (January - March 2026)
Expense ratio (Direct)1.16%
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#118 of 225
Top 52%
3Y CAGR
-
5Y CAGR
-
Sharpe
#96 of 225
Top 43%