Kotak Infrastructure and Economic Reform 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 | +9.77 | 1.10 | 109.5% | 96.5% | 3.8% | -4.9% |
| 3 Years | +10.83 | 1.06 | 107.3% | 94.0% | 18.9% | 8.0% |
| 5 Years | +13.36 | 0.92 | 95.4% | 79.0% | 21.6% | 8.4% |
| 7 Years | +10.04 | 0.83 | 87.8% | 76.8% | 19.4% | 10.0% |
| 10 Years | +7.13 | 0.83 | 86.4% | 77.4% | 17.4% | 11.1% |
| 12 Years | +7.76 | 0.81 | 84.8% | 75.0% | 17.2% | 10.1% |
| 15 Years | +6.75 | 0.79 | 83.7% | 74.1% | 15.6% | 9.5% |