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 | +7.09 | 0.88 | 91.4% | 81.1% | 4.8% | -3.4% |
| 3 Years | +1.67 | 0.79 | 86.1% | 76.1% | 2.8% | -0.3% |
| 5 Years | +0.45 | 0.79 | 86.1% | 76.1% | 1.7% | -0.2% |
| 7 Years | -0.07 | 0.79 | 86.1% | 76.1% | 1.2% | -0.1% |
| 10 Years | -0.47 | 0.79 | 86.1% | 76.1% | 0.8% | -0.1% |
| 12 Years | -0.61 | 0.79 | 86.1% | 76.1% | 0.7% | -0.1% |
| 15 Years | -0.77 | 0.79 | 86.1% | 76.1% | 0.6% | -0.1% |