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 | +9.64 | 1.07 | 111.8% | 99.1% | -4.5% | -12.7% |
| 3 Years | +9.99 | 1.14 | 115.1% | 103.6% | 15.3% | 5.4% |
| 5 Years | +5.74 | 1.06 | 104.4% | 97.6% | 10.1% | 4.5% |
| 7 Years | +4.05 | 1.04 | 101.6% | 95.0% | 10.5% | 6.5% |
| 10 Years | +2.83 | 1.04 | 101.6% | 95.0% | 7.3% | 4.5% |
| 12 Years | +2.38 | 1.04 | 101.6% | 95.0% | 6.0% | 3.7% |
| 15 Years | +1.93 | 1.04 | 101.6% | 95.0% | 4.8% | 3.0% |