• 1 Year Returns: -1.44%
• 3 Year Returns: 12.51%
• 5 Year Returns: 8.99%

• Private Banks | 12.12%
• Others | 8.72%
• Specialized Finance | 7.70%
• Labs & Life Sciences Services | 5.69%
• Retail - Online | 5.21%

• ICICI Bank Limited | 7.12%
• Eternal Limited | 5.21%
• State Bank of India | 5.08%
• Triparty Repo | 5.00%
• HDFC Bank Limited | 5.00%

• Equity | 95.41%
• Cash & Equivalents | 4.59%

The alpha ratio for the Kotak Focused Fund-Reg(IDCW) is 2.41

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 15.03

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 -0.36

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 -0.04

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.