1Y
+12.59%
3Y
+16.52%
5Y
-
Since Inception
+25.68%
Sharpe
0.75
Sortino
1.29
Max Drawdown
-25.01%
Volatility
21.72%
Alpha
+13.98%
Beta
1.30
Info Ratio
0.97
Up / Down Capture
167 / 105
NAV (last ~1 year)
Fund details
AMCKotak Mahindra
Fund manager-
Data from2023-04-18
AUM₹177 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Index Fund
1Y
#12 of 356
Top 3%
3Y CAGR
#23 of 201
Top 11%
5Y CAGR
-
Sharpe
#4 of 323
Top 1%