Benchmark Comparison Data
vs NIFTY 50
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Kotak Nifty Small Cap 50 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 +19.04 1.15 118.4% 94.5% 14.7% -2.9%
3 Years +14.97 1.16 120.5% 102.3% 22.9% 7.8%
5 Years +11.53 1.14 118.6% 97.0% 18.0% 6.5%
7 Years +8.23 1.14 118.6% 97.0% 12.6% 4.6%
10 Years +5.89 1.14 118.6% 97.0% 8.6% 3.2%
12 Years +5.03 1.14 118.6% 97.0% 7.2% 2.7%
15 Years +4.17 1.14 118.6% 97.0% 5.7% 2.1%