• 1 Year Returns: 6.21%
• 3 Year Returns: 16.02%
• 5 Year Returns: 18.38%

• Construction & Engineering | 23.58%
• Telecom Services | 11.36%
• Electrical Components & Equipments | 9.02%
• Oil & Gas - Refining & Marketing | 8.35%
• Auto Parts | 7.49%

• Larsen and Toubro Ltd | 9.25%
• Bharti Airtel Ltd | 7.85%
• Reliance Industries Ltd | 7.38%
• Solar Industries India Ltd | 4.36%
• Kalpataru Projects International Limited | 3.54%

• Equity | 99.82%
• Cash & Equivalents | 0.18%

The alpha ratio for the Kotak Infra & Eco Reform Fund(IDCW) is 3.61

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 Infra & Eco Reform Fund(IDCW) is 17.05

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(IDCW) is 0.19

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(IDCW) is 0.02

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.