Kotak ESG Exclusionary Strategy 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 | +3.18 | 1.02 | 103.9% | 99.5% | 4.0% | 1.0% |
| 3 Years | +3.55 | 0.99 | 100.5% | 96.1% | 14.9% | 11.4% |
| 5 Years | +0.69 | 0.97 | 97.0% | 95.9% | 11.8% | 11.3% |
| 7 Years | +0.18 | 0.93 | 94.4% | 93.0% | 9.0% | 9.0% |
| 10 Years | -0.02 | 0.93 | 94.4% | 93.0% | 6.2% | 6.2% |
| 12 Years | -0.09 | 0.93 | 94.4% | 93.0% | 5.2% | 5.2% |
| 15 Years | -0.16 | 0.93 | 94.4% | 93.0% | 4.1% | 4.1% |