1Y
+6.94%
3Y
-
5Y
-
Since Inception
+13.56%
Sharpe
0.39
Sortino
0.53
Max Drawdown
-17.06%
Volatility
19.17%
Alpha
+6.97%
provisional: short history
Beta
0.98
provisional: short history
Info Ratio
0.74
provisional: short history
Up / Down Capture
114 / 82
provisional: short history
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-12-23
AUM₹534 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#96 of 238
Top 40%
3Y CAGR
-
5Y CAGR
-
Sharpe
#152 of 237
Top 64%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.