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 | +8.03 | 1.12 | 114.9% | 104.2% | 8.4% | 1.0% |
| 3 Years | +10.71 | 1.15 | 115.4% | 102.7% | 22.8% | 11.4% |
| 5 Years | +4.74 | 1.05 | 102.0% | 95.6% | 16.2% | 11.3% |
| 7 Years | +3.84 | 1.04 | 102.0% | 95.2% | 11.5% | 7.6% |
| 10 Years | +2.69 | 1.04 | 102.0% | 95.2% | 7.9% | 5.3% |
| 12 Years | +2.27 | 1.04 | 102.0% | 95.2% | 6.6% | 4.4% |
| 15 Years | +1.86 | 1.04 | 102.0% | 95.2% | 5.2% | 3.5% |