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 | +2.73 | 1.04 | 102.6% | 99.2% | -3.3% | -5.6% |
| 3 Years | +3.05 | 0.99 | 100.1% | 96.3% | 10.9% | 7.9% |
| 5 Years | +0.73 | 0.98 | 97.2% | 96.1% | 8.9% | 8.2% |
| 7 Years | +0.07 | 0.93 | 94.2% | 93.0% | 8.3% | 8.3% |
| 10 Years | -0.09 | 0.93 | 94.2% | 93.0% | 5.7% | 5.8% |
| 12 Years | -0.15 | 0.93 | 94.2% | 93.0% | 4.8% | 4.8% |
| 15 Years | -0.20 | 0.93 | 94.2% | 93.0% | 3.8% | 3.8% |