1Y
+7.72%
3Y
+13.15%
5Y
+13.07%
Since Inception
+18.23%
Sharpe
0.66
Sortino
1.04
Max Drawdown
-24.67%
Volatility
16.98%
Alpha
-2.25%
Beta
0.84
Info Ratio
-0.60
Up / Down Capture
81 / 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)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Small Cap
1Y
#25 of 32
Top 78%
3Y CAGR
#20 of 24
Top 83%
5Y CAGR
#21 of 21
Top 100%
Sharpe
#23 of 32
Top 72%