• 1 Year Returns: 6.75%

• Public Banks | 37.82%
• Private Banks | 24.49%
• Consumer Finance | 17.28%
• Specialized Finance | 9.43%
• Home Financing | 7.82%

• INDIAN BANK** | 13.80%
• AXIS BANK LTD. | 12.26%
• HDFC BANK LTD.** | 12.23%
• 7.68% INDIAN RAILWAY FINANCE CORPORATION LTD.** | 7.86%
• 7.91% TATA CAPITAL LTD.** | 7.86%

• Certificate of Deposit | 59.17%
• Corporate Debt | 34.53%
• Cash & Equivalents | 3.17%
• Commercial Paper | 3.13%

The alpha ratio for the Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund(IDCW Payout) is 0.93

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 CRISIL-IBX Financial Services 3-6 Months Debt Index Fund(IDCW Payout) is 0.40

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 CRISIL-IBX Financial Services 3-6 Months Debt Index Fund(IDCW Payout) is 5.88

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 CRISIL-IBX Financial Services 3-6 Months Debt Index Fund(IDCW Payout) is 0.82

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.