• 1 Year Returns: 5.61%
• 3 Year Returns: 10.98%
• 5 Year Returns: 10.31%

• Others | 13.02%
• Public Banks | 10.50%
• Telecom Services | 10.46%
• Private Banks | 9.70%
• Miscellaneous | 7.25%

• Triparty Repo | 7.25%
• Kotak Liquid Direct Growth | 6.62%
• Bharti Airtel Ltd | 6.37%
• Indus Towers Ltd | 3.61%
• State Bank of India | 3.10%

• Equity | 66.53%
• Mutual Funds | 8.93%
• Cash & Equivalents | 7.56%
• Corporate Debt | 7.50%
• Certificate of Deposit | 4.30%

The alpha ratio for the Kotak Equity Savings Fund(M-IDCW Payout) is 1.27

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 Payout) is 5.49

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 Payout) is 0.21

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 Payout) 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.