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 | +6.17 | 1.15 | 110.3% | 102.3% | 6.3% | 1.0% |
| 3 Years | +4.74 | 1.10 | 105.9% | 99.1% | 16.6% | 11.4% |
| 5 Years | +4.02 | 1.09 | 105.8% | 97.0% | 10.6% | 6.5% |
| 7 Years | +2.97 | 1.09 | 105.8% | 97.0% | 7.4% | 4.6% |
| 10 Years | +2.23 | 1.09 | 105.8% | 97.0% | 5.2% | 3.2% |
| 12 Years | +1.95 | 1.09 | 105.8% | 97.0% | 4.3% | 2.7% |
| 15 Years | +1.67 | 1.09 | 105.8% | 97.0% | 3.4% | 2.1% |