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 | +7.47 | 0.85 | 90.7% | 78.6% | -1.3% | -11.4% |
| 3 Years | +0.93 | 0.76 | 80.9% | 73.8% | 0.8% | -2.2% |
| 5 Years | -0.06 | 0.76 | 80.9% | 73.8% | 0.5% | -1.3% |
| 7 Years | -0.49 | 0.76 | 80.9% | 73.8% | 0.4% | -0.9% |
| 10 Years | -0.81 | 0.76 | 80.9% | 73.8% | 0.3% | -0.7% |
| 12 Years | -0.93 | 0.76 | 80.9% | 73.8% | 0.2% | -0.6% |
| 15 Years | -1.06 | 0.76 | 80.9% | 73.8% | 0.2% | -0.4% |