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 | +9.93 | 1.19 | 115.6% | 104.0% | 2.0% | -5.6% |
| 3 Years | +5.09 | 1.11 | 106.5% | 99.5% | 13.2% | 7.9% |
| 5 Years | +4.25 | 1.09 | 106.1% | 97.3% | 9.8% | 5.7% |
| 7 Years | +3.16 | 1.09 | 106.1% | 97.3% | 6.9% | 4.0% |
| 10 Years | +2.37 | 1.09 | 106.1% | 97.3% | 4.8% | 2.8% |
| 12 Years | +2.06 | 1.09 | 106.1% | 97.3% | 4.0% | 2.3% |
| 15 Years | +1.76 | 1.09 | 106.1% | 97.3% | 3.2% | 1.9% |