Kotak Nifty Next 50 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 | +11.80 | 1.12 | 114.3% | 99.3% | 5.5% | -4.9% |
| 3 Years | +10.54 | 1.15 | 115.4% | 103.0% | 18.8% | 8.0% |
| 5 Years | +4.71 | 1.06 | 102.7% | 96.4% | 13.2% | 8.4% |
| 7 Years | +4.40 | 1.04 | 102.1% | 94.6% | 11.4% | 7.0% |
| 10 Years | +3.08 | 1.04 | 102.1% | 94.6% | 7.9% | 4.9% |
| 12 Years | +2.59 | 1.04 | 102.1% | 94.6% | 6.5% | 4.0% |
| 15 Years | +2.11 | 1.04 | 102.1% | 94.6% | 5.2% | 3.2% |