Kotak Equity Portfolio Investment Approach

Equity

Kotak Mahindra Asset Management Company Ltd

1 Month

+1.13%

6 Months

+2.27%

1 Year

+10.24%

3 Years

+13.15%

5 Years

-

Since Inception

+15.34%

AUM

₹1 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.74%

Sharpe Ratio

0.86

Sortino Ratio

0.73

Max Drawdown

-17.61%

Beta

0.96

Alpha

+5.86%

Information Ratio

0.71

Tracking Error

6.91%

Calmar Ratio

1.17

Up Capture

104.2%

Down Capture

70.0%

Win Rate

73.2%

Best Month

+9.27%

Worst Month

-11.87%