Kotak Energy Opportunities 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 | +8.28 | 0.79 | 91.5% | 78.9% | 9.3% | -0.4% |
| 3 Years | +1.77 | 0.79 | 91.5% | 78.9% | 3.0% | -0.1% |
| 5 Years | +0.51 | 0.79 | 91.5% | 78.9% | 1.8% | -0.1% |
| 7 Years | -0.03 | 0.79 | 91.5% | 78.9% | 1.3% | -0.1% |
| 10 Years | -0.42 | 0.79 | 91.5% | 78.9% | 0.9% | -0.0% |
| 12 Years | -0.58 | 0.79 | 91.5% | 78.9% | 0.8% | -0.0% |
| 15 Years | -0.73 | 0.79 | 91.5% | 78.9% | 0.6% | -0.0% |