1Y
+0.54%
3Y
+11.17%
5Y
+8.37%
Since Inception
+11.21%
Sharpe
0.22
Sortino
0.32
Max Drawdown
-21.86%
Volatility
13.70%
Alpha
-0.85%
Beta
0.88
Info Ratio
-0.45
Up / Down Capture
90 / 91
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹802 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#175 of 242
Top 72%
3Y CAGR
#109 of 145
Top 75%
5Y CAGR
#87 of 104
Top 84%
Sharpe
#153 of 242
Top 63%