• 1 Year Returns: -0.03%
• 3 Year Returns: 0.05%
• 5 Year Returns: 0.03%

• Others | 18.54%
• Private Banks | 13.08%
• Public Banks | 5.67%
• Oil & Gas - Refining & Marketing | 4.56%
• Specialized Finance | 4.05%

• Kotak Money Market Fund Direct Growth | 11.42%
• Kotak Savings Fund Direct Growth | 5.07%
• HDFC Bank Ltd | 3.93%
• ICICI Bank Ltd | 3.56%
• Reliance Industries Ltd | 3.43%

• Equity | 79.40%
• Mutual Funds | 16.49%
• Certificate of Deposit | 3.03%
• Cash & Equivalents | 1.07%
• Pref Shares | 0.00%

The alpha ratio for the Kotak Arbitrage Fund(M-IDCW) is 0.32

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 0.83

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 3.50

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 0.48

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.