1Y
+3.05%
3Y
+14.58%
5Y
+13.64%
Since Inception
+16.52%
Sharpe
0.55
Sortino
0.82
Max Drawdown
-18.50%
Volatility
14.04%
Alpha
+1.60%
Beta
0.93
Info Ratio
0.23
Up / Down Capture
101 / 95
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹29.8K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Large & Mid Cap
1Y
#23 of 36
Top 64%
3Y CAGR
#14 of 28
Top 50%
5Y CAGR
#7 of 28
Top 25%
Sharpe
#12 of 36
Top 33%