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 +5.74 0.91 92.9% 87.0% 16.6% 11.3%
3 Years +2.17 0.89 90.1% 87.2% 23.4% 23.0%
5 Years +2.84 0.86 87.2% 83.7% 20.3% 19.3%
7 Years +3.76 0.87 87.5% 83.5% 21.8% 19.8%
10 Years +3.46 0.85 85.6% 81.4% 19.6% 17.8%
12 Years +5.48 0.84 86.0% 80.2% 22.1% 18.6%
15 Years +4.03 0.84 85.8% 80.4% 17.7% 15.0%