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 | +10.81 | 0.89 | 96.3% | 80.6% | 6.6% | -5.6% |
| 3 Years | +2.73 | 0.79 | 89.8% | 74.9% | 2.9% | -1.5% |
| 5 Years | +1.09 | 0.79 | 89.8% | 74.9% | 1.7% | -0.9% |
| 7 Years | +0.40 | 0.79 | 89.8% | 74.9% | 1.2% | -0.7% |
| 10 Years | -0.12 | 0.79 | 89.8% | 74.9% | 0.9% | -0.5% |
| 12 Years | -0.34 | 0.79 | 89.8% | 74.9% | 0.7% | -0.4% |
| 15 Years | -0.54 | 0.79 | 89.8% | 74.9% | 0.6% | -0.3% |