• 1 Year Returns: 14.29%

• Pharmaceuticals | 72.52%
• Labs & Life Sciences Services | 22.62%
• Miscellaneous | 3.56%
• Health Care Equipment & Supplies | 1.26%
• Others | 0.05%

• Sun Pharmaceutical Industries Ltd | 12.37%
• Max Healthcare Institute Ltd | 6.89%
• J B Chemicals and Pharmaceuticals Ltd | 6.67%
• Divi's Laboratories Ltd | 6.03%
• Fortis Healthcare Ltd | 4.91%

• Equity | 98.25%
• Cash & Equivalents | 1.75%

The alpha ratio for the Kotak Healthcare Fund-Reg(IDCW Payout) is -33.77

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 Payout) is 13.84

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 Payout) is 0.88

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 Payout) is 0.09

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.