Kotak CRISIL IBX AAA Bond Financial Services Index December 2026 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 | +0.41 | 0.01 | 5.7% | -3.3% | 6.9% | 5.3% |
| 3 Years | -3.63 | 0.01 | 5.8% | -4.0% | 2.8% | 1.8% |
| 5 Years | -4.77 | 0.01 | 5.8% | -4.0% | 1.7% | 1.1% |
| 7 Years | -5.24 | 0.01 | 5.8% | -4.0% | 1.2% | 0.8% |
| 10 Years | -5.60 | 0.01 | 5.8% | -4.0% | 0.8% | 0.5% |
| 12 Years | -5.74 | 0.01 | 5.8% | -4.0% | 0.7% | 0.5% |
| 15 Years | -5.88 | 0.01 | 5.8% | -4.0% | 0.6% | 0.4% |