1Y
+2.29%
3Y
+14.30%
5Y
+13.77%
Since Inception
+16.17%
Sharpe
0.77
Sortino
1.14
Max Drawdown
-15.34%
Volatility
10.01%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹2.4K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin FoF Domestic
1Y
#80 of 100
Top 80%
3Y CAGR
#36 of 71
Top 51%
5Y CAGR
#12 of 56
Top 21%
Sharpe
#12 of 99
Top 12%