1Y
+1.36%
3Y
+15.47%
5Y
+14.12%
Since Inception
+17.24%
Sharpe
0.59
Sortino
0.90
Max Drawdown
-18.95%
Volatility
14.43%
Alpha
+4.51%
Beta
1.00
Info Ratio
1.43
Up / Down Capture
113 / 93
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹5.0K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Contra
1Y
#2 of 3
Top 67%
3Y CAGR
#2 of 3
Top 67%
5Y CAGR
#1 of 3
Top 33%
Sharpe
#2 of 3
Top 67%