1Y
+5.15%
3Y
-
5Y
-
Since Inception
+5.54%
Sharpe
-1.45
Sortino
-1.61
Max Drawdown
-0.53%
Volatility
1.27%
Alpha
-
Beta
-
Info Ratio
-
Up / Down Capture
-
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2025-07-14
AUM₹265 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#123 of 356
Top 35%
3Y CAGR
-
5Y CAGR
-
Sharpe
#322 of 323
Top 100%
Data quality flags
- Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.