• 1 Year Returns: -0.07%
• 3 Year Returns: 0.12%
• 5 Year Returns: 0.13%

• Others | 16.26%
• Private Banks | 14.89%
• Public Banks | 6.60%
• IT Services & Consulting | 4.60%
• Power Generation | 4.23%

• Kotak Money Market Fund Direct Growth | 10.48%
• Kotak Savings Fund Direct Growth | 5.40%
• HDFC Bank Ltd | 4.28%
• ICICI Bank Ltd | 3.31%
• Reliance Industries Ltd | 2.57%

• Equity | 76.06%
• Mutual Funds | 16.27%
• Certificate of Deposit | 6.75%
• Cash & Equivalents | 0.88%
• Rights | 0.04%

The alpha ratio for the Kotak Equity Arbitrage Fund(M-IDCW) is 0.67

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 Equity Arbitrage Fund(M-IDCW) is 0.87

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 Equity Arbitrage Fund(M-IDCW) is 3.86

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 Equity Arbitrage Fund(M-IDCW) is 0.58

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.