• 1 Year Returns: 2.85%
• 3 Year Returns: 17.01%

• Private Banks | 11.93%
• Labs & Life Sciences Services | 8.57%
• IT Services & Consulting | 7.81%
• Construction & Engineering | 6.37%
• Four Wheelers | 5.16%

• ICICI Bank Ltd | 5.35%
• Aster DM Healthcare Ltd | 3.78%
• Bharti Hexacom Ltd | 3.64%
• HDFC Bank Ltd | 3.42%
• Axis Bank Ltd | 3.17%

• Equity | 97.70%
• Cash & Equivalents | 2.30%

The alpha ratio for the Kotak Business Cycle Fund-Reg(IDCW Payout) is 11.05

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 Business Cycle Fund-Reg(IDCW Payout) is 13.56

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 Business Cycle Fund-Reg(IDCW Payout) 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 Business Cycle Fund-Reg(IDCW Payout) 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.