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 | +12.10 | 1.07 | 112.0% | 96.8% | 13.7% | 1.9% |
| 3 Years | +10.00 | 1.06 | 107.3% | 95.3% | 22.0% | 11.7% |
| 5 Years | +13.60 | 0.92 | 95.4% | 79.2% | 24.5% | 11.3% |
| 7 Years | +10.00 | 0.83 | 88.0% | 77.3% | 20.5% | 11.3% |
| 10 Years | +6.52 | 0.83 | 85.9% | 77.7% | 17.6% | 12.0% |
| 12 Years | +8.77 | 0.81 | 85.4% | 74.9% | 19.1% | 11.3% |
| 15 Years | +6.44 | 0.79 | 83.6% | 74.3% | 15.6% | 9.8% |