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 | +15.45 | 1.38 | 136.7% | 120.8% | 8.6% | -3.1% |
| 3 Years | +10.27 | 1.25 | 126.6% | 113.7% | 17.9% | 7.4% |
| 5 Years | +6.54 | 1.25 | 126.6% | 113.7% | 10.4% | 4.4% |
| 7 Years | +5.05 | 1.25 | 126.6% | 113.7% | 7.3% | 3.1% |
| 10 Years | +3.98 | 1.25 | 126.6% | 113.7% | 5.1% | 2.2% |
| 12 Years | +3.57 | 1.25 | 126.6% | 113.7% | 4.2% | 1.8% |
| 15 Years | +3.18 | 1.25 | 126.6% | 113.7% | 3.3% | 1.4% |