1Y
+2.92%
3Y
+8.91%
5Y
+8.26%
Since Inception
+9.64%
Sharpe
0.37
Sortino
0.54
Max Drawdown
-4.42%
Volatility
4.91%
Alpha
+3.10%
Beta
1.46
Info Ratio
1.13
Up / Down Capture
150 / 168
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-15
AUM₹3.0K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Conservative Hybrid
1Y
#11 of 19
Top 58%
3Y CAGR
#4 of 19
Top 21%
5Y CAGR
#3 of 18
Top 17%
Sharpe
#5 of 19
Top 26%