Kotak Nifty Mid Cap 150 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 | +13.54 | 1.07 | 109.5% | 92.1% | 10.0% | -2.9% |
| 3 Years | +5.78 | 1.06 | 110.7% | 94.8% | 6.9% | 1.4% |
| 5 Years | +3.55 | 1.06 | 110.7% | 94.8% | 4.1% | 0.8% |
| 7 Years | +2.63 | 1.06 | 110.7% | 94.8% | 2.9% | 0.6% |
| 10 Years | +1.94 | 1.06 | 110.7% | 94.8% | 2.0% | 0.4% |
| 12 Years | +1.67 | 1.06 | 110.7% | 94.8% | 1.7% | 0.3% |
| 15 Years | +1.40 | 1.06 | 110.7% | 94.8% | 1.3% | 0.3% |