1Y
+6.36%
3Y
-
5Y
-
Since Inception
+1.80%
Sharpe
-0.15
Sortino
-0.21
Max Drawdown
-23.13%
Volatility
21.75%
Alpha
+4.91%
provisional: short history
Beta
1.21
provisional: short history
Info Ratio
0.41
provisional: short history
Up / Down Capture
133 / 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)0.79%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#55 of 225
Top 24%
3Y CAGR
-
5Y CAGR
-
Sharpe
#197 of 225
Top 88%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.