Kotak Focused 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 | +13.36 | 1.03 | 109.0% | 92.3% | 11.7% | -1.4% |
| 3 Years | +8.36 | 1.00 | 103.6% | 93.6% | 18.8% | 10.4% |
| 5 Years | +5.83 | 0.96 | 97.9% | 91.0% | 16.2% | 10.5% |
| 7 Years | +5.48 | 0.91 | 93.1% | 87.0% | 16.4% | 11.3% |
| 10 Years | +3.51 | 0.91 | 93.1% | 87.0% | 11.2% | 7.8% |
| 12 Years | +2.78 | 0.91 | 93.1% | 87.0% | 9.2% | 6.5% |
| 15 Years | +2.06 | 0.91 | 93.1% | 87.0% | 7.3% | 5.1% |