Kotak Dividend Yield 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 | +2.79 | 0.95 | 94.7% | 87.6% | -3.2% | -6.7% |
| 3 Years | +0.75 | 0.95 | 94.7% | 87.6% | -1.1% | -2.3% |
| 5 Years | +0.32 | 0.95 | 94.7% | 87.6% | -0.7% | -1.4% |
| 7 Years | +0.13 | 0.95 | 94.7% | 87.6% | -0.5% | -1.0% |
| 10 Years | -0.01 | 0.95 | 94.7% | 87.6% | -0.3% | -0.7% |
| 12 Years | -0.06 | 0.95 | 94.7% | 87.6% | -0.3% | -0.6% |
| 15 Years | -0.12 | 0.95 | 94.7% | 87.6% | -0.2% | -0.5% |