Kotak Banking and Financial Services 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 | +12.50 | 1.21 | 121.0% | 105.9% | 7.7% | -2.9% |
| 3 Years | +7.04 | 1.12 | 110.3% | 101.2% | 14.9% | 7.8% |
| 5 Years | +4.97 | 1.10 | 107.6% | 98.0% | 11.3% | 6.3% |
| 7 Years | +3.65 | 1.10 | 107.6% | 98.0% | 8.0% | 4.5% |
| 10 Years | +2.70 | 1.10 | 107.6% | 98.0% | 5.5% | 3.1% |
| 12 Years | +2.36 | 1.10 | 107.6% | 98.0% | 4.6% | 2.6% |
| 15 Years | +2.01 | 1.10 | 107.6% | 98.0% | 3.6% | 2.1% |