1Y
+1.48%
3Y
+15.60%
5Y
-
Since Inception
+17.16%
Sharpe
0.36
Sortino
0.53
Max Drawdown
-17.06%
Volatility
18.45%
Alpha
+8.64%
Beta
1.16
Info Ratio
1.04
Up / Down Capture
142 / 104
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-08-21
AUM₹95 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#230 of 356
Top 65%
3Y CAGR
#24 of 201
Top 12%
5Y CAGR
-
Sharpe
#41 of 323
Top 13%