1Y
+8.64%
3Y
+17.08%
5Y
+17.72%
Since Inception
+22.74%
Sharpe
0.79
Sortino
1.24
Max Drawdown
-27.73%
Volatility
17.87%
Alpha
+4.89%
Beta
1.27
Info Ratio
0.67
Up / Down Capture
136 / 122
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹2.3K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#78 of 242
Top 32%
3Y CAGR
#51 of 145
Top 35%
5Y CAGR
#16 of 104
Top 15%
Sharpe
#18 of 242
Top 7%