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 | +4.80 | 0.62 | 64.8% | 56.0% | 5.4% | -2.9% |
| 3 Years | +3.78 | 0.56 | 60.0% | 51.8% | 11.0% | 7.8% |
| 5 Years | +2.82 | 0.49 | 52.8% | 45.6% | 10.0% | 7.8% |
| 7 Years | +2.63 | 0.54 | 51.1% | 44.9% | 12.0% | 11.8% |
| 10 Years | +1.65 | 0.52 | 49.9% | 43.3% | 8.8% | 7.8% |
| 12 Years | +0.83 | 0.52 | 49.9% | 43.3% | 7.3% | 6.5% |
| 15 Years | +0.01 | 0.52 | 49.9% | 43.3% | 5.8% | 5.2% |