• 1 Year Returns: -3.10%
• 3 Year Returns: 11.50%
• 5 Year Returns: 11.76%

• Private Banks | 12.41%
• Pharmaceuticals | 8.11%
• Others | 7.62%
• Construction & Engineering | 7.28%
• Specialized Finance | 7.08%

• HDFC Bank Limited | 4.52%
• State Bank of India | 3.92%
• Eternal Limited | 3.77%
• Bharat Electronics Ltd | 3.56%
• ICICI Bank Limited | 3.03%

• Equity | 97.28%
• Cash & Equivalents | 2.42%
• Mutual Funds | 0.30%

The alpha ratio for the Kotak Large & Mid Cap Fund(IDCW Payout) is 0.83

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 Large & Mid Cap Fund(IDCW Payout) is 15.29

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 Large & Mid Cap Fund(IDCW Payout) is -0.48

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 Large & Mid Cap 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.