1Y
+9.29%
3Y
+17.96%
5Y
-
Since Inception
+16.66%
Sharpe
0.53
Sortino
0.78
Max Drawdown
-18.42%
Volatility
14.21%
Alpha
+4.04%
Beta
0.94
Info Ratio
0.73
Up / Down Capture
106 / 84
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2022-10-06
AUM₹136 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#73 of 242
Top 30%
3Y CAGR
#45 of 145
Top 31%
5Y CAGR
-
Sharpe
#69 of 242
Top 29%