• 1 Year Returns: -5.12%
• 3 Year Returns: 21.16%
• 5 Year Returns: 28.12%

• Construction & Engineering | 22.62%
• Telecom Services | 10.28%
• Industrial Machinery | 9.41%
• Auto Parts | 8.93%
• Oil & Gas - Refining & Marketing | 7.35%

• Bharti Airtel Ltd | 6.78%
• Larsen and Toubro Ltd | 5.39%
• Reliance Industries Ltd | 5.30%
• Shree Cement Ltd | 4.09%
• Kalpataru Projects International Ltd | 3.32%

• Equity | 99.92%
• Cash & Equivalents | 0.08%

The alpha ratio for the Kotak Infra & Eco Reform Fund(IDCW-Payout) is 4.60

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-Payout) is 16.74

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-Payout) is -0.52

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-Payout) is -0.05

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.