• 1 Year Returns: 6.41%
• 3 Year Returns: 7.20%
• 5 Year Returns: 5.51%

• Public Banks | 28.88%
• Private Banks | 17.50%
• G-Sec | 14.96%
• Specialized Finance | 12.09%
• Investment Banking & Brokerage | 9.74%

• AXIS BANK LTD. | 4.76%
• 7.8% NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT(^)** | 4.07%
• BANK OF BARODA(^)** | 4.07%
• 6.54% Tamil Nadu State Govt - 2029 - Tamil Nadu(^) | 3.16%
• HDFC BANK LTD. | 2.38%

• Certificate of Deposit | 40.86%
• Corporate Debt | 30.54%
• Commercial Paper | 11.55%
• Government Securities | 10.44%
• Treasury Bills | 4.52%

The alpha ratio for the Kotak Savings Fund(M-IDCW) 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 Savings Fund(M-IDCW) is 0.47

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 Savings Fund(M-IDCW) is 4.28

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 Savings Fund(M-IDCW) is 0.60

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.