1Y
+3.96%
3Y
+17.52%
5Y
+16.67%
Since Inception
+16.72%
Sharpe
0.54
Sortino
0.82
Max Drawdown
-21.00%
Volatility
16.37%
Alpha
+6.78%
Beta
1.12
Info Ratio
1.58
Up / Down Capture
129 / 103
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-10-06
AUM₹23.1K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Multi Cap
1Y
#21 of 32
Top 66%
3Y CAGR
#7 of 23
Top 30%
5Y CAGR
#1 of 9
Top 11%
Sharpe
#11 of 32
Top 34%