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 | -0.13 | 0.01 | 5.2% | -3.3% | 6.3% | -5.2% |
| 3 Years | -3.47 | 0.01 | 5.6% | -3.8% | 3.0% | 1.2% |
| 5 Years | -4.66 | 0.01 | 5.6% | -3.8% | 1.8% | 0.7% |
| 7 Years | -5.17 | 0.01 | 5.6% | -3.8% | 1.3% | 0.5% |
| 10 Years | -5.56 | 0.01 | 5.6% | -3.8% | 0.9% | 0.4% |
| 12 Years | -5.70 | 0.01 | 5.6% | -3.8% | 0.7% | 0.3% |
| 15 Years | -5.85 | 0.01 | 5.6% | -3.8% | 0.6% | 0.3% |