• 1 Year Returns: 0.48%
• 3 Year Returns: 9.12%
• 5 Year Returns: 9.00%

• Others | 16.85%
• Private Banks | 10.41%
• Telecom Services | 8.90%
• Public Banks | 8.52%
• Specialized Finance | 5.77%

• Kotak Liquid Direct Growth | 7.59%
• Bharti Airtel Ltd | 4.93%
• HDFC Bank Limited | 4.38%
• Triparty Repo | 4.33%
• One 97 Communications Ltd | 3.60%

• Equity | 64.12%
• Corporate Debt | 9.18%
• Mutual Funds | 8.77%
• REITs & InvIT | 5.56%
• Cash & Equivalents | 5.19%

The alpha ratio for the Kotak Equity Savings Fund(M-IDCW) is -0.10

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 Savings Fund(M-IDCW) is 5.71

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 Savings Fund(M-IDCW) is -0.59

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 Savings Fund(M-IDCW) 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.