Benchmark Comparison Data
vs NIFTY 50
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Kotak Nifty SDL Jul 2033 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 -5.01 0.04 3.6% 1.8% 1.0% -5.2%
3 Years -0.12 0.03 6.4% -2.1% 6.5% 9.3%
5 Years -1.87 0.03 7.1% -2.6% 4.6% 6.2%
7 Years -3.15 0.03 7.1% -2.6% 3.3% 4.4%
10 Years -4.11 0.03 7.1% -2.6% 2.3% 3.0%
12 Years -4.47 0.03 7.1% -2.6% 1.9% 2.5%
15 Years -4.83 0.03 7.1% -2.6% 1.5% 2.0%