1Y
+5.64%
3Y
+13.42%
5Y
+12.03%
Since Inception
+15.50%
Sharpe
0.49
Sortino
0.71
Max Drawdown
-19.57%
Volatility
13.81%
Alpha
+0.50%
Beta
0.96
Info Ratio
0.06
Up / Down Capture
103 / 105
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹6.2K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#9 of 58
Top 16%
3Y CAGR
#25 of 57
Top 44%
5Y CAGR
#17 of 45
Top 38%
Sharpe
#26 of 58
Top 45%