Kotak Nifty 200 Value 30 Index 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 | +2.39 | 0.94 | 91.9% | 87.2% | -0.5% | -3.5% |
| 3 Years | +0.55 | 0.94 | 91.9% | 87.2% | -0.2% | -1.2% |
| 5 Years | +0.17 | 0.94 | 91.9% | 87.2% | -0.1% | -0.7% |
| 7 Years | +0.01 | 0.94 | 91.9% | 87.2% | -0.1% | -0.5% |
| 10 Years | -0.10 | 0.94 | 91.9% | 87.2% | -0.1% | -0.4% |
| 12 Years | -0.16 | 0.94 | 91.9% | 87.2% | -0.1% | -0.3% |
| 15 Years | -0.21 | 0.94 | 91.9% | 87.2% | -0.0% | -0.2% |