Kotak Business Cycle 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 | +10.28 | 0.91 | 93.4% | 80.8% | 9.0% | -2.1% |
| 3 Years | +9.23 | 0.90 | 93.7% | 81.8% | 17.9% | 8.9% |
| 5 Years | +5.89 | 0.88 | 90.7% | 79.9% | 13.4% | 7.7% |
| 7 Years | +3.86 | 0.88 | 90.7% | 79.9% | 9.4% | 5.4% |
| 10 Years | +2.40 | 0.88 | 90.7% | 79.9% | 6.5% | 3.8% |
| 12 Years | +1.84 | 0.88 | 90.7% | 79.9% | 5.4% | 3.1% |
| 15 Years | +1.29 | 0.88 | 90.7% | 79.9% | 4.3% | 2.5% |