• 1 Year Returns: 10.52%

• Auto Parts | 21.46%
• Logistics | 15.82%
• Four Wheelers | 15.54%
• Two Wheelers | 13.71%
• Retail - Online | 8.29%

• Maruti Suzuki India Ltd | 9.17%
• Hero MotoCorp Ltd | 8.53%
• Mahindra and Mahindra Ltd | 6.37%
• Interglobe Aviation Ltd | 5.52%
• ZF Commercial Vehicle Control Systems India Ltd | 5.38%

• Equity | 96.44%
• Cash & Equivalents | 2.74%
• Mutual Funds | 0.82%

The alpha ratio for the Kotak Transportation & Logistics Fund(IDCW) is 1.65

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 Transportation & Logistics Fund(IDCW) is 18.11

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 Transportation & Logistics Fund(IDCW) is 0.36

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 Transportation & Logistics 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.