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 | +12.48 | 1.07 | 110.1% | 94.1% | -1.6% | -12.7% |
| 3 Years | +8.86 | 1.06 | 106.7% | 96.5% | 14.2% | 5.4% |
| 5 Years | +12.01 | 0.93 | 95.9% | 81.5% | 16.7% | 4.5% |
| 7 Years | +10.74 | 0.82 | 87.9% | 76.2% | 20.1% | 10.0% |
| 10 Years | +5.93 | 0.83 | 86.0% | 78.3% | 15.3% | 10.0% |
| 12 Years | +6.88 | 0.81 | 84.7% | 75.9% | 15.4% | 9.1% |
| 15 Years | +6.69 | 0.79 | 83.8% | 74.6% | 15.3% | 9.2% |