1Y
-3.82%
3Y
+13.84%
5Y
+14.18%
Since Inception
+17.05%
Sharpe
0.58
Sortino
0.92
Max Drawdown
-24.67%
Volatility
17.30%
Alpha
-2.84%
Beta
0.84
Info Ratio
-0.74
Up / Down Capture
80 / 84
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹16.5K Cr (January - March 2026)
Expense ratio (Direct)0.55%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#28 of 31
Top 90%
3Y CAGR
#20 of 23
Top 87%
5Y CAGR
#18 of 20
Top 90%
Sharpe
#22 of 31
Top 71%