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 +12.35 1.06 106.0% 89.7% 8.9% -2.9%
3 Years +4.64 1.08 109.0% 97.1% 5.1% 0.9%
5 Years +2.97 1.08 109.0% 97.1% 3.0% 0.5%
7 Years +2.26 1.08 109.0% 97.1% 2.1% 0.4%
10 Years +1.74 1.08 109.0% 97.1% 1.5% 0.3%
12 Years +1.53 1.08 109.0% 97.1% 1.3% 0.2%
15 Years +1.34 1.08 109.0% 97.1% 1.0% 0.2%