1Y
+2.86%
3Y
-
5Y
-
Since Inception
+4.24%
Sharpe
0.07
Sortino
0.10
Max Drawdown
-17.06%
Volatility
20.16%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-12-23
AUM₹534 Cr (January - March 2026)
Expense ratio (Direct)0.83%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#85 of 225
Top 38%
3Y CAGR
-
5Y CAGR
-
Sharpe
#178 of 225
Top 79%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.