• 1 Year Returns: 2.60%
• 3 Year Returns: 19.73%
• 5 Year Returns: 20.28%

• Private Banks | 14.82%
• IT Services & Consulting | 9.45%
• Specialized Finance | 8.22%
• Public Banks | 7.01%
• Construction & Engineering | 4.95%

• HDFC Bank Ltd | 6.89%
• ICICI Bank Ltd | 4.85%
• State Bank of India | 3.71%
• Hero MotoCorp Ltd | 3.26%
• Infosys Ltd | 3.22%

• Equity | 97.99%
• Cash & Equivalents | 2.01%

The alpha ratio for the Kotak Contra Fund-Reg(IDCW) is 11.61

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 Contra Fund-Reg(IDCW) is 13.13

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 Contra Fund-Reg(IDCW) is -0.08

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 Contra Fund-Reg(IDCW) is -0.01

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.