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 | +20.76 | 1.08 | 112.5% | 86.4% | 8.0% | -11.4% |
| 3 Years | +11.06 | 1.14 | 114.3% | 100.1% | 16.1% | 5.3% |
| 5 Years | +11.76 | 1.12 | 116.5% | 95.3% | 17.0% | 5.4% |
| 7 Years | +8.37 | 1.12 | 116.5% | 95.3% | 11.9% | 3.8% |
| 10 Years | +5.97 | 1.12 | 116.5% | 95.3% | 8.2% | 2.6% |
| 12 Years | +5.07 | 1.12 | 116.5% | 95.3% | 6.8% | 2.2% |
| 15 Years | +4.18 | 1.12 | 116.5% | 95.3% | 5.4% | 1.8% |