1Y
+19.43%
3Y
-
5Y
-
Since Inception
+7.73%
Sharpe
0.07
Sortino
0.09
Max Drawdown
-23.13%
Volatility
20.74%
Alpha
+6.28%
provisional: short history
Beta
1.21
provisional: short history
Info Ratio
0.58
provisional: short history
Up / Down Capture
140 / 117
provisional: short history
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-07-05
AUM₹1.4K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#25 of 238
Top 11%
3Y CAGR
-
5Y CAGR
-
Sharpe
#203 of 237
Top 86%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.