Kotak BSE Housing Index 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 | -2.39 | 1.20 | 113.4% | 117.1% | -2.5% | 1.0% |
| 3 Years | -0.83 | 1.15 | 112.3% | 113.4% | 6.9% | 7.6% |
| 5 Years | -0.09 | 1.15 | 112.3% | 113.4% | 4.1% | 4.5% |
| 7 Years | +0.22 | 1.15 | 112.3% | 113.4% | 2.9% | 3.2% |
| 10 Years | +0.45 | 1.15 | 112.3% | 113.4% | 2.0% | 2.2% |
| 12 Years | +0.54 | 1.15 | 112.3% | 113.4% | 1.7% | 1.8% |
| 15 Years | +0.62 | 1.15 | 112.3% | 113.4% | 1.3% | 1.5% |