• 1 Year Returns: -6.12%
• 3 Year Returns: 11.35%
• 5 Year Returns: 8.31%

• Private Banks | 12.62%
• Others | 9.16%
• Specialized Finance | 7.47%
• Labs & Life Sciences Services | 5.75%
• Retail - Online | 5.41%

• ICICI Bank Limited | 6.89%
• HDFC Bank Limited | 5.73%
• Eternal Limited | 5.41%
• State Bank of India | 4.90%
• Shriram Finance Limited | 4.66%

• Equity | 95.77%
• Cash & Equivalents | 4.23%

The alpha ratio for the Kotak Focused Fund-Reg(IDCW) is 2.23

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 Focused Fund-Reg(IDCW) is 15.14

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 Focused Fund-Reg(IDCW) is -0.57

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 Focused Fund-Reg(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.