1Y
+3.59%
3Y
+7.11%
5Y
-
Since Inception
+7.22%
Sharpe
-0.08
Sortino
-0.11
Max Drawdown
-2.61%
Volatility
2.94%
Alpha
-0.09%
Beta
0.10
Info Ratio
-0.17
Up / Down Capture
30 / -2
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-02-22
AUM₹195 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#182 of 356
Top 51%
3Y CAGR
#184 of 201
Top 92%
5Y CAGR
-
Sharpe
#189 of 323
Top 59%