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 | +4.60 | 1.04 | 102.7% | 96.4% | 1.4% | -2.9% |
| 3 Years | +3.92 | 1.00 | 100.9% | 96.1% | 11.7% | 7.8% |
| 5 Years | +1.24 | 0.98 | 98.2% | 96.5% | 9.1% | 7.8% |
| 7 Years | +0.60 | 0.93 | 94.6% | 92.6% | 9.3% | 8.9% |
| 10 Years | +0.28 | 0.93 | 94.6% | 92.6% | 6.4% | 6.1% |
| 12 Years | +0.16 | 0.93 | 94.6% | 92.6% | 5.3% | 5.1% |
| 15 Years | +0.04 | 0.93 | 94.6% | 92.6% | 4.2% | 4.0% |