1Y
+16.43%
3Y
+21.35%
5Y
-
Since Inception
+20.68%
Sharpe
0.70
Sortino
1.07
Max Drawdown
-22.27%
Volatility
15.69%
Alpha
+7.20%
Beta
1.03
Info Ratio
1.16
Up / Down Capture
121 / 88
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2022-03-02
AUM₹2.5K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Sectoral/Thematic
1Y
#39 of 242
Top 16%
3Y CAGR
#16 of 145
Top 11%
5Y CAGR
-
Sharpe
#38 of 242
Top 16%