1Y
+4.25%
3Y
+10.22%
5Y
+9.68%
Since Inception
+10.70%
Sharpe
0.53
Sortino
0.77
Max Drawdown
-5.97%
Volatility
5.29%
Alpha
+3.12%
Beta
1.11
Info Ratio
1.29
Up / Down Capture
129 / 105
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹9.6K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Equity Savings
1Y
#17 of 25
Top 68%
3Y CAGR
#5 of 22
Top 23%
5Y CAGR
#2 of 18
Top 11%
Sharpe
#4 of 25
Top 16%