1Y
+3.38%
3Y
+7.34%
5Y
-
Since Inception
+7.36%
Sharpe
-0.06
Sortino
-0.08
Max Drawdown
-2.90%
Volatility
2.99%
Alpha
+0.86%
Beta
0.11
Info Ratio
-0.17
Up / Down Capture
31 / -7
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-10-13
AUM₹22 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#195 of 356
Top 55%
3Y CAGR
#149 of 201
Top 74%
5Y CAGR
-
Sharpe
#181 of 323
Top 56%