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 | +9.66 | 1.03 | 108.5% | 95.8% | -2.9% | -12.0% |
| 3 Years | +7.90 | 1.01 | 104.2% | 94.8% | 14.1% | 6.2% |
| 5 Years | +5.26 | 0.97 | 98.5% | 91.9% | 10.7% | 5.3% |
| 7 Years | +5.50 | 0.91 | 94.3% | 88.4% | 15.2% | 10.0% |
| 10 Years | +3.81 | 0.91 | 93.5% | 87.3% | 11.1% | 7.4% |
| 12 Years | +3.02 | 0.91 | 93.5% | 87.3% | 9.2% | 6.1% |
| 15 Years | +2.27 | 0.91 | 93.5% | 87.3% | 7.3% | 4.8% |