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 +5.84 1.06 100.6% 92.8% -0.5% -5.6%
3 Years +3.35 1.10 108.3% 98.9% 2.5% -0.2%
5 Years +2.25 1.10 108.3% 98.9% 1.5% -0.1%
7 Years +1.79 1.10 108.3% 98.9% 1.1% -0.1%
10 Years +1.44 1.10 108.3% 98.9% 0.8% -0.1%
12 Years +1.30 1.10 108.3% 98.9% 0.6% -0.1%
15 Years +1.17 1.10 108.3% 98.9% 0.5% -0.0%