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 | +1.15 | 1.24 | 120.4% | 117.7% | -4.0% | -2.9% |
| 3 Years | +1.54 | 1.15 | 113.7% | 111.5% | 8.9% | 7.3% |
| 5 Years | +1.29 | 1.15 | 113.7% | 111.5% | 5.3% | 4.3% |
| 7 Years | +1.18 | 1.15 | 113.7% | 111.5% | 3.7% | 3.0% |
| 10 Years | +1.12 | 1.15 | 113.7% | 111.5% | 2.6% | 2.1% |
| 12 Years | +1.09 | 1.15 | 113.7% | 111.5% | 2.2% | 1.8% |
| 15 Years | +1.06 | 1.15 | 113.7% | 111.5% | 1.7% | 1.4% |