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 | +23.96 | 0.86 | 96.8% | 64.2% | 22.9% | -2.4% |
| 3 Years | +11.41 | 0.72 | 77.3% | 59.8% | 18.8% | 7.7% |
| 5 Years | +5.77 | 0.72 | 77.3% | 59.8% | 10.9% | 4.6% |
| 7 Years | +3.50 | 0.72 | 77.3% | 59.8% | 7.7% | 3.2% |
| 10 Years | +1.84 | 0.72 | 77.3% | 59.8% | 5.3% | 2.3% |
| 12 Years | +1.22 | 0.72 | 77.3% | 59.8% | 4.4% | 1.9% |
| 15 Years | +0.58 | 0.72 | 77.3% | 59.8% | 3.5% | 1.5% |