Kotak FinTech Investment Approach

Equity

Kotak Mahindra Asset Management Company Ltd

1 Month

-0.09%

6 Months

+28.15%

1 Year

+22.96%

3 Years

+16.34%

5 Years

+12.99%

Since Inception

+13.54%

AUM

₹15 Cr

Risk & Performance (vs NIFTY 500)

Volatility

16.39%

Sharpe Ratio

0.65

Sortino Ratio

0.66

Max Drawdown

-20.24%

Beta

0.94

Alpha

+0.93%

Information Ratio

0.07

Tracking Error

11.08%

Calmar Ratio

0.87

Up Capture

96.3%

Down Capture

83.4%

Win Rate

62.9%

Best Month

+9.97%

Worst Month

-9.19%