Benchmark Comparison Data
vs NIFTY MIDCAP 150
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Kotak Mid Cap Fund Direct · Growth

Fund vs NIFTY MIDCAP 150

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 +0.08 0.95 95.0% 94.6% 9.8% 9.9%
3 Years +3.20 0.90 91.6% 88.1% 20.1% 18.1%
5 Years +2.37 0.86 87.7% 84.7% 18.4% 17.5%
7 Years +3.65 0.87 88.0% 84.0% 23.8% 22.1%
10 Years +3.13 0.85 85.9% 82.0% 18.4% 16.8%
12 Years +4.43 0.85 86.5% 81.5% 19.8% 16.9%
15 Years +4.18 0.84 86.0% 80.7% 18.2% 15.4%