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 | -0.26 | 1.19 | 115.3% | 118.1% | -16.6% | -12.7% |
| 3 Years | -0.45 | 1.14 | 111.3% | 112.4% | 4.8% | 5.4% |
| 5 Years | -0.15 | 1.14 | 111.7% | 112.6% | 2.3% | 2.9% |
| 7 Years | +0.15 | 1.14 | 111.7% | 112.6% | 1.6% | 2.1% |
| 10 Years | +0.37 | 1.14 | 111.7% | 112.6% | 1.1% | 1.4% |
| 12 Years | +0.46 | 1.14 | 111.7% | 112.6% | 0.9% | 1.2% |
| 15 Years | +0.54 | 1.14 | 111.7% | 112.6% | 0.8% | 1.0% |