1Y
+0.24%
3Y
+12.70%
5Y
+9.82%
Since Inception
+13.44%
Sharpe
0.37
Sortino
0.54
Max Drawdown
-17.35%
Volatility
13.31%
Alpha
+1.72%
Beta
0.96
Info Ratio
0.79
Up / Down Capture
104 / 95
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹10.8K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large Cap
1Y
#31 of 37
Top 84%
3Y CAGR
#14 of 34
Top 41%
5Y CAGR
#13 of 31
Top 42%
Sharpe
#12 of 37
Top 32%