1Y
+6.39%
3Y
+15.02%
5Y
-
Since Inception
+16.54%
Sharpe
0.44
Sortino
0.64
Max Drawdown
-16.70%
Volatility
15.81%
Alpha
+2.01%
Beta
0.95
Info Ratio
0.24
Up / Down Capture
104 / 96
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-03-06
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
#102 of 242
Top 42%
3Y CAGR
#74 of 145
Top 51%
5Y CAGR
-
Sharpe
#89 of 242
Top 37%