1Y
-4.39%
3Y
-
5Y
-
Since Inception
-3.62%
Sharpe
-0.54
Sortino
-0.68
Max Drawdown
-31.10%
Volatility
23.36%
Alpha
+2.27%
provisional: short history
Beta
1.37
provisional: short history
Info Ratio
-0.08
provisional: short history
Up / Down Capture
126 / 129
provisional: short history
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-09-30
AUM₹31 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#329 of 356
Top 92%
3Y CAGR
-
5Y CAGR
-
Sharpe
#284 of 323
Top 88%
Data quality flags
- Alpha/beta are based on only 18-23 months of history (below the 24-month confident threshold) and are provisional.