• 1 Year Returns: -4.89%
• 3 Year Returns: 28.82%
• 5 Year Returns: 33.61%

• Construction & Engineering | 23.53%
• Telecom Services | 9.84%
• Industrial Machinery | 9.62%
• Auto Parts | 8.35%
• Oil & Gas - Refining & Marketing | 7.31%

• Bharti Airtel Ltd | 7.60%
• Reliance Industries Ltd | 5.51%
• Solar Industries India Ltd | 5.17%
• Larsen and Toubro Ltd | 4.64%
• Shree Cement Ltd | 4.43%

• Equity | 99.48%
• Cash & Equivalents | 0.52%

The alpha ratio for the Kotak Infra & Eco Reform Fund is 2.56

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 Infra & Eco Reform Fund is 18.64

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 Infra & Eco Reform Fund is -0.28

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 Infra & Eco Reform Fund is -0.03

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.