• 1 Year Returns: 0.75%
• 3 Year Returns: 15.12%
• 5 Year Returns: 13.98%

• Private Banks | 12.83%
• Construction & Engineering | 7.86%
• Specialized Finance | 7.54%
• Oil & Gas - Refining & Marketing | 6.95%
• Public Banks | 6.45%

• HDFC Bank Ltd | 4.82%
• State Bank of India | 4.00%
• Bharat Electronics Ltd | 3.82%
• Eternal Ltd | 2.99%
• ICICI Bank Ltd | 2.92%

• Equity | 98.44%
• Cash & Equivalents | 1.26%
• Mutual Funds | 0.30%

The alpha ratio for the Kotak Large & Midcap Fund is 0.67

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 & Midcap Fund is 14.56

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 & Midcap Fund is -0.37

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 & Midcap Fund is -0.04

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.