1Y
+10.42%
3Y
+19.65%
5Y
+14.05%
Since Inception
+17.58%
Sharpe
0.66
Sortino
1.03
Max Drawdown
-21.72%
Volatility
14.31%
Alpha
+7.95%
Beta
0.91
Info Ratio
1.12
Up / Down Capture
110 / 67
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹3.3K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#64 of 242
Top 26%
3Y CAGR
#32 of 145
Top 22%
5Y CAGR
#38 of 104
Top 37%
Sharpe
#43 of 242
Top 18%