Kotak Balanced Advantage Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.05 | 0.61 | 63.0% | 57.1% | 4.2% | -0.6% |
| 3 Years | +3.15 | 0.55 | 58.4% | 50.8% | 12.1% | 10.9% |
| 5 Years | +2.13 | 0.48 | 50.7% | 44.2% | 10.8% | 11.0% |
| 7 Years | +2.61 | 0.53 | 50.2% | 43.9% | 11.5% | 11.1% |
| 10 Years | +1.24 | 0.52 | 49.4% | 43.0% | 8.4% | 7.8% |
| 12 Years | +0.49 | 0.52 | 49.4% | 43.0% | 7.0% | 6.5% |
| 15 Years | -0.26 | 0.52 | 49.4% | 43.0% | 5.5% | 5.2% |