Benchmark Comparison Data
vs NIFTY 50
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Kotak Nifty 500 Momentum 50 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 +9.56 1.20 123.5% 106.5% 0.2% -6.7%
3 Years +4.13 1.20 123.5% 106.5% 0.1% -2.3%
5 Years +3.02 1.20 123.5% 106.5% 0.1% -1.4%
7 Years +2.53 1.20 123.5% 106.5% 0.0% -1.0%
10 Years +2.17 1.20 123.5% 106.5% 0.0% -0.7%
12 Years +2.02 1.20 123.5% 106.5% 0.0% -0.6%
15 Years +1.89 1.20 123.5% 106.5% 0.0% -0.5%