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 | +14.86 | 1.10 | 114.2% | 95.2% | 11.0% | -2.9% |
| 3 Years | +12.06 | 1.15 | 118.0% | 104.0% | 20.0% | 7.8% |
| 5 Years | +6.04 | 1.07 | 105.0% | 97.4% | 14.0% | 7.8% |
| 7 Years | +4.91 | 1.04 | 102.4% | 94.4% | 12.4% | 7.5% |
| 10 Years | +3.42 | 1.04 | 102.4% | 94.4% | 8.6% | 5.2% |
| 12 Years | +2.86 | 1.04 | 102.4% | 94.4% | 7.1% | 4.3% |
| 15 Years | +2.32 | 1.04 | 102.4% | 94.4% | 5.6% | 3.4% |