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 | +14.82 | 1.09 | 111.6% | 92.9% | 11.1% | -2.9% |
| 3 Years | +10.50 | 1.06 | 108.2% | 95.4% | 18.3% | 7.8% |
| 5 Years | +12.90 | 0.93 | 96.1% | 80.5% | 20.6% | 7.8% |
| 7 Years | +11.44 | 0.82 | 88.2% | 76.0% | 22.3% | 11.8% |
| 10 Years | +6.72 | 0.83 | 86.4% | 77.8% | 16.8% | 10.8% |
| 12 Years | +7.86 | 0.81 | 85.0% | 75.1% | 17.0% | 9.8% |
| 15 Years | +7.01 | 0.79 | 83.8% | 74.1% | 16.1% | 9.7% |