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 | +10.75 | 1.03 | 106.9% | 93.5% | 9.2% | -1.4% |
| 3 Years | +9.03 | 1.02 | 104.4% | 93.3% | 19.0% | 9.9% |
| 5 Years | +7.15 | 0.95 | 97.0% | 88.5% | 17.0% | 10.1% |
| 7 Years | +7.26 | 0.87 | 91.2% | 83.5% | 17.4% | 10.7% |
| 10 Years | +5.95 | 0.88 | 91.9% | 85.0% | 17.1% | 11.8% |
| 12 Years | +7.06 | 0.89 | 93.3% | 85.3% | 17.7% | 11.1% |
| 15 Years | +5.36 | 0.88 | 92.5% | 85.6% | 14.7% | 9.7% |