Kotak Large and Mid Cap 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 | +8.10 | 1.06 | 106.7% | 96.7% | 7.2% | -0.4% |
| 3 Years | +8.01 | 1.03 | 104.6% | 95.1% | 16.1% | 8.0% |
| 5 Years | +6.58 | 0.96 | 97.5% | 89.8% | 15.1% | 8.7% |
| 7 Years | +7.79 | 0.87 | 91.5% | 83.5% | 19.4% | 12.4% |
| 10 Years | +5.59 | 0.88 | 91.9% | 85.3% | 16.2% | 11.2% |
| 12 Years | +6.70 | 0.89 | 93.2% | 85.5% | 16.5% | 10.2% |
| 15 Years | +5.50 | 0.89 | 92.7% | 85.7% | 15.0% | 9.9% |