1Y
-19.16%
3Y
-
5Y
-
Since Inception
-1.57%
Sharpe
-0.21
Sortino
-0.28
Max Drawdown
-27.91%
Volatility
19.53%
Alpha
-4.35%
Beta
0.72
Info Ratio
-0.28
Up / Down Capture
69 / 81
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-03-07
AUM₹601 Cr (January - March 2026)
Expense ratio (Direct)0.88%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#223 of 225
Top 99%
3Y CAGR
-
5Y CAGR
-
Sharpe
#202 of 225
Top 90%