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 | +9.62 | 0.87 | 92.3% | 79.3% | 7.9% | -2.9% |
| 3 Years | +1.69 | 0.78 | 84.9% | 75.2% | 2.8% | -0.4% |
| 5 Years | +0.44 | 0.78 | 84.9% | 75.2% | 1.7% | -0.3% |
| 7 Years | -0.09 | 0.78 | 84.9% | 75.2% | 1.2% | -0.2% |
| 10 Years | -0.49 | 0.78 | 84.9% | 75.2% | 0.8% | -0.1% |
| 12 Years | -0.66 | 0.78 | 84.9% | 75.2% | 0.7% | -0.1% |
| 15 Years | -0.81 | 0.78 | 84.9% | 75.2% | 0.6% | -0.1% |