1Y
+0.79%
3Y
+13.75%
5Y
-
Since Inception
+13.98%
Sharpe
0.55
Sortino
0.84
Max Drawdown
-22.32%
Volatility
17.23%
Alpha
+3.14%
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)-
Minimum lumpsumRs 5,000
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#157 of 238
Top 66%
3Y CAGR
#77 of 143
Top 54%
5Y CAGR
-
Sharpe
#101 of 237
Top 43%