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 | +9.02 | 0.96 | 97.7% | 84.4% | 4.4% | -5.2% |
| 3 Years | +9.93 | 0.92 | 96.3% | 83.3% | 16.4% | 6.5% |
| 5 Years | +5.61 | 0.89 | 91.8% | 80.8% | 12.2% | 6.5% |
| 7 Years | +3.69 | 0.89 | 91.8% | 80.8% | 8.5% | 4.6% |
| 10 Years | +2.31 | 0.89 | 91.8% | 80.8% | 5.9% | 3.2% |
| 12 Years | +1.78 | 0.89 | 91.8% | 80.8% | 4.9% | 2.7% |
| 15 Years | +1.27 | 0.89 | 91.8% | 80.8% | 3.9% | 2.1% |