• 1 Year Returns: 12.08%
• 3 Year Returns: 19.20%
• 5 Year Returns: 22.79%

• Private Banks | 19.94%
• IT Services & Consulting | 10.30%
• Oil & Gas - Refining & Marketing | 7.92%
• Construction & Engineering | 5.83%
• Four Wheelers | 5.29%

• ICICI Bank Ltd | 7.58%
• HDFC Bank Ltd | 7.27%
• Reliance Industries Ltd | 6.61%
• Infosys Ltd | 4.10%
• Triparty Repo | 3.72%

• Equity | 95.20%
• Cash & Equivalents | 3.60%
• Mutual Funds | 1.07%
• Rights | 0.13%

The alpha ratio for the Kotak Bluechip Fund(IDCW-Payout) is 2.46

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 Bluechip Fund(IDCW-Payout) is 15.48

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 Bluechip Fund(IDCW-Payout) is 0.56

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 Bluechip Fund(IDCW-Payout) is 0.06

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.