• 1 Year Returns: 16.57%

• Specialized Finance | 14.72%
• Two Wheelers | 8.29%
• Pharmaceuticals | 7.79%
• Public Banks | 7.30%
• Metals - Diversified | 7.13%

• State Bank of India | 3.89%
• HDFC Bank Ltd | 3.65%
• Dr Reddy's Laboratories Ltd | 3.59%
• Marico Ltd | 3.37%
• Britannia Industries Ltd | 3.34%

• Equity | 98.55%
• Rights | 1.14%
• Cash & Equivalents | 0.17%
• Mutual Funds | 0.11%
• Pref Shares | 0.04%

The alpha ratio for the Kotak Quant Fund-Reg(IDCW) is -35.10

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 Quant Fund-Reg(IDCW) is 12.67

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 Quant Fund-Reg(IDCW) is 1.15

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 Quant Fund-Reg(IDCW) is 0.12

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.