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 | +27.34 | 0.84 | 95.3% | 59.4% | 24.5% | -4.6% |
| 3 Years | +11.29 | 0.71 | 77.2% | 59.0% | 17.7% | 6.4% |
| 5 Years | +5.71 | 0.71 | 77.2% | 59.0% | 10.3% | 3.8% |
| 7 Years | +3.46 | 0.71 | 77.2% | 59.0% | 7.2% | 2.7% |
| 10 Years | +1.81 | 0.71 | 77.2% | 59.0% | 5.0% | 1.9% |
| 12 Years | +1.18 | 0.71 | 77.2% | 59.0% | 4.2% | 1.6% |
| 15 Years | +0.57 | 0.71 | 77.2% | 59.0% | 3.3% | 1.3% |