• 1 Year Returns: 10.97%
• 3 Year Returns: 17.59%

• Specialized Finance | 53.80%
• Investment Banking & Brokerage | 13.06%
• Insurance | 12.36%
• Others | 8.71%
• Consumer Finance | 7.02%

• Bajaj Finance Ltd | 17.01%
• BSE Ltd | 8.29%
• Shriram Finance Limited | 8.15%
• Bajaj Finserv Ltd | 6.53%
• SBI Life Insurance Company Ltd | 4.70%

• Equity | 99.80%
• Cash & Equivalents | 0.20%

The alpha ratio for the Kotak Nifty Financial Services Ex-Bank Index Fund(IDCW) is 0.72

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 Nifty Financial Services Ex-Bank Index Fund(IDCW) is 20.54

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 Nifty Financial Services Ex-Bank Index Fund(IDCW) 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 Nifty Financial Services Ex-Bank Index Fund(IDCW) 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.