1Y
+5.80%
3Y
+7.52%
5Y
-
Since Inception
+6.33%
Sharpe
-0.46
Sortino
-0.52
Max Drawdown
-3.56%
Volatility
1.79%
Alpha
+0.17%
Beta
0.02
Info Ratio
-0.15
Up / Down Capture
22 / -16
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2022-02-18
AUM₹7.0K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#85 of 356
Top 24%
3Y CAGR
#111 of 201
Top 55%
5Y CAGR
-
Sharpe
#265 of 323
Top 82%