Benchmark Comparison Data
vs NIFTY 50
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Kotak Nifty SDL April 2027 Top 12 Equal Weight 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 +0.50 0.01 5.6% -3.5% 7.0% 5.3%
3 Years +0.96 0.01 5.8% -4.5% 7.5% 10.9%
5 Years -1.19 0.02 5.7% -2.4% 5.3% 6.9%
7 Years -2.70 0.02 5.7% -2.4% 3.8% 4.9%
10 Years -3.81 0.02 5.7% -2.4% 2.6% 3.4%
12 Years -4.24 0.02 5.7% -2.4% 2.2% 2.8%
15 Years -4.67 0.02 5.7% -2.4% 1.7% 2.3%