• Pharmaceuticals | 10.63%
• Public Banks | 7.66%
• Oil & Gas - Refining & Marketing | 7.29%
• Two Wheelers | 6.99%
• IT Services & Consulting | 6.24%

• Triparty Repo | 4.50%
• Laurus Labs Ltd | 3.87%
• L&T Finance Ltd | 3.41%
• GE Vernova T&D India Ltd | 3.28%
• Aditya Birla Capital Ltd | 2.77%

• Equity | 95.69%
• Cash & Equivalents | 4.31%

The alpha ratio for the Kotak Active Momentum Fund-Reg(IDCW) is 1.99

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Kotak Active Momentum Fund-Reg(IDCW) is 17.04

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Kotak Active Momentum Fund-Reg(IDCW) is 0.08

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Kotak Active Momentum Fund-Reg(IDCW) is 0.01

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.