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 | +3.19 | 1.02 | 100.8% | 97.5% | -6.7% | -9.5% |
| 3 Years | +2.60 | 0.99 | 99.5% | 96.3% | 8.1% | 5.5% |
| 5 Years | +1.71 | 0.98 | 98.5% | 96.2% | 6.4% | 4.6% |
| 7 Years | +0.43 | 0.93 | 94.4% | 92.7% | 8.5% | 8.2% |
| 10 Years | +0.16 | 0.93 | 94.4% | 92.7% | 5.9% | 5.7% |
| 12 Years | +0.06 | 0.93 | 94.4% | 92.7% | 4.9% | 4.7% |
| 15 Years | -0.05 | 0.93 | 94.4% | 92.7% | 3.9% | 3.8% |