• 1 Year Returns: -3.81%

• Pharmaceuticals | 68.73%
• Labs & Life Sciences Services | 26.70%
• Miscellaneous | 2.70%
• Health Care Equipment & Supplies | 1.96%
• Others | -0.09%

• Sun Pharmaceutical Industries Ltd | 13.36%
• Max Healthcare Institute Ltd | 7.75%
• J B Chemicals and Pharmaceuticals Ltd | 5.63%
• Divi's Laboratories Ltd | 5.60%
• Cipla Ltd | 4.68%

• Equity | 98.72%
• Cash & Equivalents | 1.28%

The alpha ratio for the Kotak Healthcare Fund-Reg(IDCW) is 3.72

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 Healthcare Fund-Reg(IDCW) is 15.38

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 Healthcare Fund-Reg(IDCW) is -0.43

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 Healthcare 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.