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 | +24.30 | 0.86 | 95.9% | 63.7% | 21.4% | -4.5% |
| 3 Years | +10.67 | 0.72 | 77.1% | 60.2% | 18.0% | 7.7% |
| 5 Years | +5.36 | 0.72 | 77.1% | 60.2% | 10.4% | 4.5% |
| 7 Years | +3.21 | 0.72 | 77.1% | 60.2% | 7.4% | 3.2% |
| 10 Years | +1.65 | 0.72 | 77.1% | 60.2% | 5.1% | 2.3% |
| 12 Years | +1.05 | 0.72 | 77.1% | 60.2% | 4.2% | 1.9% |
| 15 Years | +0.46 | 0.72 | 77.1% | 60.2% | 3.4% | 1.5% |