1Y
+7.42%
3Y
+16.79%
5Y
+12.29%
Since Inception
+16.02%
Sharpe
0.54
Sortino
0.80
Max Drawdown
-18.37%
Volatility
13.68%
Alpha
+3.80%
Beta
0.93
Info Ratio
1.04
Up / Down Capture
104 / 83
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹3.9K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Focused
1Y
#8 of 29
Top 28%
3Y CAGR
#6 of 28
Top 21%
5Y CAGR
#7 of 23
Top 30%
Sharpe
#7 of 29
Top 24%