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 | +12.36 | 1.18 | 119.8% | 104.9% | -2.4% | -11.4% |
| 3 Years | +6.70 | 1.11 | 108.6% | 100.1% | 11.8% | 5.3% |
| 5 Years | +4.97 | 1.09 | 106.8% | 97.7% | 10.1% | 5.2% |
| 7 Years | +3.64 | 1.09 | 106.8% | 97.7% | 7.1% | 3.7% |
| 10 Years | +2.71 | 1.09 | 106.8% | 97.7% | 4.9% | 2.6% |
| 12 Years | +2.34 | 1.09 | 106.8% | 97.7% | 4.1% | 2.1% |
| 15 Years | +1.99 | 1.09 | 106.8% | 97.7% | 3.3% | 1.7% |