1Y
-0.80%
3Y
-
5Y
-
Since Inception
+4.01%
Sharpe
-0.36
Sortino
-0.44
Max Drawdown
-18.22%
Volatility
14.90%
Alpha
+1.37%
Beta
0.98
Info Ratio
0.32
Up / Down Capture
94 / 85
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2024-06-12
AUM₹135 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#273 of 356
Top 77%
3Y CAGR
-
5Y CAGR
-
Sharpe
#244 of 323
Top 76%