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 | +4.00 | 1.04 | 103.6% | 98.5% | 0.2% | -3.4% |
| 3 Years | +4.12 | 0.99 | 100.8% | 95.8% | 10.8% | 6.7% |
| 5 Years | +0.60 | 0.98 | 97.4% | 96.5% | 9.7% | 9.2% |
| 7 Years | +0.39 | 0.93 | 94.5% | 92.8% | 9.2% | 8.9% |
| 10 Years | +0.14 | 0.93 | 94.5% | 92.8% | 6.3% | 6.2% |
| 12 Years | +0.04 | 0.93 | 94.5% | 92.8% | 5.2% | 5.1% |
| 15 Years | -0.06 | 0.93 | 94.5% | 92.8% | 4.2% | 4.1% |