Kotak Nifty Financial Services Ex-Bank 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 | +15.64 | 1.36 | 137.8% | 118.9% | 13.6% | 0.2% |
| 3 Years | +10.85 | 1.24 | 126.4% | 113.4% | 19.8% | 8.5% |
| 5 Years | +6.81 | 1.24 | 126.4% | 113.4% | 11.5% | 5.0% |
| 7 Years | +5.23 | 1.24 | 126.4% | 113.4% | 8.1% | 3.6% |
| 10 Years | +4.08 | 1.24 | 126.4% | 113.4% | 5.6% | 2.5% |
| 12 Years | +3.65 | 1.24 | 126.4% | 113.4% | 4.6% | 2.1% |
| 15 Years | +3.23 | 1.24 | 126.4% | 113.4% | 3.7% | 1.6% |