Benchmark Comparison Data
vs NIFTY 50
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Kotak Nifty Small Cap 250 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 +5.15 1.08 103.7% 97.8% 1.0% -3.4%
3 Years +3.90 1.09 109.2% 98.9% 4.4% 1.0%
5 Years +2.55 1.09 109.2% 98.9% 2.6% 0.6%
7 Years +1.97 1.09 109.2% 98.9% 1.9% 0.4%
10 Years +1.54 1.09 109.2% 98.9% 1.3% 0.3%
12 Years +1.38 1.09 109.2% 98.9% 1.1% 0.3%
15 Years +1.22 1.09 109.2% 98.9% 0.9% 0.2%