1Y
+4.85%
3Y
+7.37%
5Y
-
Since Inception
+7.35%
Sharpe
-0.01
Sortino
-0.02
Max Drawdown
-0.63%
Volatility
1.44%
Alpha
+0.17%
Beta
0.05
Info Ratio
-0.15
Up / Down Capture
25 / -12
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2022-10-17
AUM₹545 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#148 of 356
Top 42%
3Y CAGR
#141 of 201
Top 70%
5Y CAGR
-
Sharpe
#154 of 323
Top 48%