Kotak Gold 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 | +21.78 | 0.73 | 94.4% | 59.6% | 15.6% | -10.9% |
| 3 Years | +23.81 | 0.29 | 51.4% | 15.6% | 30.3% | 6.4% |
| 5 Years | +16.16 | 0.13 | 31.7% | 5.3% | 22.5% | 5.2% |
| 7 Years | +12.48 | 0.05 | 20.0% | 0.0% | 19.1% | 10.0% |
| 10 Years | +8.78 | 0.01 | 12.2% | -5.8% | 15.3% | 10.3% |
| 12 Years | +7.16 | -0.01 | 10.1% | -6.3% | 13.7% | 9.0% |
| 15 Years | +3.10 | -0.03 | 5.3% | -8.0% | 9.5% | 9.4% |