• 1 Year Returns: 0.01%
• 3 Year Returns: -0.02%
• 5 Year Returns: 0.04%

• Others | 20.32%
• Private Banks | 13.55%
• Public Banks | 8.27%
• Specialized Finance | 5.20%
• Power Generation | 4.62%

• Kotak Money Market Fund Direct Growth | 9.68%
• Kotak Savings Fund Direct Growth | 4.53%
• Axis Bank Limited | 3.51%
• HDFC Bank Limited | 2.85%
• Kotak Low Duration Fund Direct Growth | 2.77%

• Equity | 74.23%
• Mutual Funds | 18.16%
• Certificate of Deposit | 6.95%
• Cash & Equivalents | 0.65%

The alpha ratio for the Kotak Arbitrage Fund(M-IDCW) is 0.12

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 Arbitrage Fund(M-IDCW) is 1.34

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 Arbitrage Fund(M-IDCW) is 1.64

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 Arbitrage Fund(M-IDCW) is 0.20

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.