Kotak Business Cycle 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 | +8.65 | 0.95 | 94.5% | 82.2% | 3.6% | -5.6% |
| 3 Years | +9.31 | 0.92 | 95.8% | 83.4% | 17.1% | 7.9% |
| 5 Years | +5.10 | 0.89 | 91.6% | 80.9% | 11.3% | 6.2% |
| 7 Years | +3.34 | 0.89 | 91.6% | 80.9% | 8.0% | 4.4% |
| 10 Years | +2.09 | 0.89 | 91.6% | 80.9% | 5.5% | 3.0% |
| 12 Years | +1.60 | 0.89 | 91.6% | 80.9% | 4.6% | 2.5% |
| 15 Years | +1.12 | 0.89 | 91.6% | 80.9% | 3.6% | 2.0% |