Kotak Multi Asset Allocation 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 | +12.50 | 0.83 | 90.0% | 73.4% | 5.7% | -9.5% |
| 3 Years | +10.91 | 0.72 | 77.5% | 61.8% | 16.7% | 5.5% |
| 5 Years | +5.43 | 0.71 | 76.9% | 61.4% | 9.8% | 3.6% |
| 7 Years | +3.26 | 0.71 | 76.9% | 61.4% | 6.9% | 2.5% |
| 10 Years | +1.68 | 0.71 | 76.9% | 61.4% | 4.8% | 1.8% |
| 12 Years | +1.08 | 0.71 | 76.9% | 61.4% | 4.0% | 1.5% |
| 15 Years | +0.48 | 0.71 | 76.9% | 61.4% | 3.2% | 1.2% |