Benchmark Comparison Data
vs NIFTY 50
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Kotak Nifty AAA Bond Financial Services Mar 2028 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 -2.25 0.02 5.8% -1.5% 4.0% -4.5%
3 Years -5.01 0.02 5.8% -1.5% 1.3% -1.5%
5 Years -5.55 0.02 5.8% -1.5% 0.8% -0.9%
7 Years -5.79 0.02 5.8% -1.5% 0.6% -0.7%
10 Years -5.96 0.02 5.8% -1.5% 0.4% -0.5%
12 Years -6.02 0.02 5.8% -1.5% 0.3% -0.4%
15 Years -6.09 0.02 5.8% -1.5% 0.3% -0.3%