1Y
+7.87%
3Y
+16.32%
5Y
-
Since Inception
+14.95%
Sharpe
0.43
Sortino
0.61
Max Drawdown
-18.93%
Volatility
14.19%
Alpha
+2.59%
Beta
0.94
Info Ratio
0.44
Up / Down Capture
102 / 88
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2022-10-06
AUM₹2.8K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#81 of 242
Top 33%
3Y CAGR
#58 of 145
Top 40%
5Y CAGR
-
Sharpe
#92 of 242
Top 38%