Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 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 | -0.70 | 0.02 | 5.4% | -2.0% | 5.6% | -1.4% |
| 3 Years | +0.82 | 0.02 | 6.2% | -3.8% | 7.4% | 10.4% |
| 5 Years | -1.23 | 0.02 | 6.8% | -3.5% | 5.3% | 6.5% |
| 7 Years | -2.72 | 0.02 | 6.8% | -3.5% | 3.7% | 4.6% |
| 10 Years | -3.84 | 0.02 | 6.8% | -3.5% | 2.6% | 3.2% |
| 12 Years | -4.27 | 0.02 | 6.8% | -3.5% | 2.2% | 2.6% |
| 15 Years | -4.69 | 0.02 | 6.8% | -3.5% | 1.7% | 2.1% |