• 1 Year Returns: -0.43%
• 3 Year Returns: 20.40%
• 5 Year Returns: 23.06%

• Specialized Finance | 11.54%
• IT Services & Consulting | 10.57%
• Labs & Life Sciences Services | 7.19%
• Auto Parts | 6.15%
• Electrical Components & Equipments | 5.71%

• GE Vernova T&D India Ltd | 3.83%
• Fortis Healthcare Ltd | 3.76%
• Mphasis Ltd | 3.61%
• IPCA Laboratories Ltd | 2.88%
• Dixon Technologies (India) Ltd | 2.67%

• Equity | 98.14%
• Cash & Equivalents | 1.68%
• Mutual Funds | 0.18%

The alpha ratio for the Kotak Midcap Fund-Reg(IDCW) is 13.97

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 Midcap Fund-Reg(IDCW) is 16.29

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 Midcap Fund-Reg(IDCW) is -0.20

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 Midcap Fund-Reg(IDCW) is -0.02

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.