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 | +1.79 | 1.25 | 119.5% | 118.6% | -6.8% | -5.6% |
| 3 Years | +0.26 | 1.15 | 113.4% | 113.0% | 6.3% | 6.1% |
| 5 Years | +0.56 | 1.15 | 113.4% | 113.0% | 3.7% | 3.6% |
| 7 Years | +0.68 | 1.15 | 113.4% | 113.0% | 2.6% | 2.6% |
| 10 Years | +0.77 | 1.15 | 113.4% | 113.0% | 1.8% | 1.8% |
| 12 Years | +0.80 | 1.15 | 113.4% | 113.0% | 1.5% | 1.5% |
| 15 Years | +0.85 | 1.15 | 113.4% | 113.0% | 1.2% | 1.2% |