• 1 Year Returns: 14.71%
• 3 Year Returns: 21.65%
• 5 Year Returns: 17.17%

• Others | 21.16%
• Labs & Life Sciences Services | 8.01%
• Retail - Online | 6.07%
• Retail - Speciality | 5.69%
• Auto Parts | 4.77%

• Ishares Nasdaq 100 UCITS ETF USD | 17.57%
• Eternal Limited | 5.07%
• Triparty Repo | 4.09%
• Aster DM Quality Care Limited | 3.67%
• ICICI Bank Limited | 3.07%

• Equity | 77.38%
• Mutual Funds | 18.65%
• Cash & Equivalents | 3.98%

The alpha ratio for the Kotak Pioneer Fund(IDCW-Payout) is 4.07

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 Pioneer Fund(IDCW-Payout) is 12.93

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 Pioneer Fund(IDCW-Payout) is 0.80

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 Pioneer Fund(IDCW-Payout) is 0.09

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.