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 | +13.07 | 1.00 | 100.5% | 83.5% | 1.6% | -11.4% |
| 3 Years | +4.47 | 1.04 | 104.5% | 93.6% | 3.3% | -0.9% |
| 5 Years | +2.78 | 1.04 | 104.5% | 93.6% | 1.9% | -0.5% |
| 7 Years | +2.07 | 1.04 | 104.5% | 93.6% | 1.4% | -0.4% |
| 10 Years | +1.54 | 1.04 | 104.5% | 93.6% | 1.0% | -0.3% |
| 12 Years | +1.32 | 1.04 | 104.5% | 93.6% | 0.8% | -0.2% |
| 15 Years | +1.11 | 1.04 | 104.5% | 93.6% | 0.6% | -0.2% |