Kotak Nifty SDL Jul 2026 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 | -0.03 | 0.01 | 5.2% | -3.3% | 6.5% | 5.3% |
| 3 Years | +0.64 | 0.00 | 5.4% | -4.5% | 7.2% | 10.9% |
| 5 Years | -1.78 | 0.00 | 5.5% | -4.6% | 4.7% | 5.7% |
| 7 Years | -3.14 | 0.00 | 5.5% | -4.6% | 3.4% | 4.1% |
| 10 Years | -4.15 | 0.00 | 5.5% | -4.6% | 2.3% | 2.8% |
| 12 Years | -4.54 | 0.00 | 5.5% | -4.6% | 1.9% | 2.4% |
| 15 Years | -4.93 | 0.00 | 5.5% | -4.6% | 1.6% | 1.9% |