• 1 Year Returns: 1.15%
• 3 Year Returns: 19.37%

• Private Banks | 15.33%
• Construction & Engineering | 12.37%
• IT Services & Consulting | 12.17%
• Oil & Gas - Refining & Marketing | 9.35%
• Pharmaceuticals | 7.54%

• HDFC Bank Ltd | 8.07%
• Bharti Airtel Ltd | 6.08%
• Larsen and Toubro Ltd | 4.93%
• Tech Mahindra Ltd | 4.53%
• Eternal Ltd | 4.44%

• Equity | 98.48%
• Rights | 0.61%
• Cash & Equivalents | 0.47%
• Mutual Funds | 0.44%

The alpha ratio for the Kotak ESG Exclusionary Strategy Fund(IDCW-Payout) is 2.99

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 ESG Exclusionary Strategy Fund(IDCW-Payout) is 13.99

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 ESG Exclusionary Strategy Fund(IDCW-Payout) is -0.19

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 ESG Exclusionary Strategy Fund(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.