1Y
+2.96%
3Y
+16.08%
5Y
+15.12%
Since Inception
+18.83%
Sharpe
0.66
Sortino
1.01
Max Drawdown
-20.87%
Volatility
16.01%
Alpha
+1.90%
Beta
0.93
Info Ratio
0.15
Up / Down Capture
96 / 86
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹59.2K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Mid Cap
1Y
#26 of 32
Top 81%
3Y CAGR
#19 of 30
Top 63%
5Y CAGR
#9 of 22
Top 41%
Sharpe
#13 of 32
Top 41%