Kotak Small and Midcap Equity Investment Approach

Equity

Kotak Mahindra Asset Management Company Ltd

1 Month

+3.14%

6 Months

+2.35%

1 Year

+18.53%

3 Years

+14.89%

5 Years

+15.86%

Since Inception

+15.77%

AUM

₹39 Cr

Risk & Performance (vs NIFTY 500)

Volatility

16.60%

Sharpe Ratio

0.56

Sortino Ratio

0.61

Max Drawdown

-26.10%

Beta

1.07

Alpha

-1.77%

Information Ratio

-0.04

Tracking Error

9.32%

Calmar Ratio

0.62

Up Capture

98.0%

Down Capture

98.4%

Win Rate

57.1%

Best Month

+10.70%

Worst Month

-11.32%