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 | +6.01 | 1.33 | 133.3% | 126.4% | -4.7% | -6.4% |
| 3 Years | +6.15 | 1.24 | 124.0% | 117.0% | 13.6% | 7.3% |
| 5 Years | +5.42 | 1.24 | 125.2% | 115.8% | 9.2% | 4.3% |
| 7 Years | +4.27 | 1.24 | 125.2% | 115.8% | 6.5% | 3.1% |
| 10 Years | +3.41 | 1.24 | 125.2% | 115.8% | 4.5% | 2.1% |
| 12 Years | +3.09 | 1.24 | 125.2% | 115.8% | 3.7% | 1.8% |
| 15 Years | +2.78 | 1.24 | 125.2% | 115.8% | 3.0% | 1.4% |