1Y
+6.12%
3Y
+17.76%
5Y
+11.68%
Since Inception
+15.47%
Sharpe
0.41
Sortino
0.61
Max Drawdown
-26.34%
Volatility
18.46%
Alpha
+9.01%
Beta
1.30
Info Ratio
0.96
Up / Down Capture
152 / 116
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2021-04-13
AUM₹905 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#53 of 356
Top 15%
3Y CAGR
#9 of 201
Top 4%
5Y CAGR
#13 of 56
Top 23%
Sharpe
#33 of 323
Top 10%