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 | -3.37 | 0.05 | 5.5% | 1.3% | 3.1% | 5.3% |
| 3 Years | +0.90 | 0.03 | 7.0% | -3.2% | 7.5% | 10.9% |
| 5 Years | -1.76 | 0.03 | 7.3% | -3.1% | 4.7% | 6.5% |
| 7 Years | -3.08 | 0.03 | 7.3% | -3.1% | 3.4% | 4.6% |
| 10 Years | -4.06 | 0.03 | 7.3% | -3.1% | 2.3% | 3.2% |
| 12 Years | -4.43 | 0.03 | 7.3% | -3.1% | 1.9% | 2.7% |
| 15 Years | -4.80 | 0.03 | 7.3% | -3.1% | 1.6% | 2.1% |