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 | +8.37 | 1.17 | 113.5% | 102.6% | 0.7% | -5.6% |
| 3 Years | +15.06 | 1.16 | 119.0% | 100.2% | 23.2% | 7.9% |
| 5 Years | +9.81 | 1.15 | 117.9% | 98.3% | 15.5% | 5.8% |
| 7 Years | +7.08 | 1.15 | 117.9% | 98.3% | 10.8% | 4.1% |
| 10 Years | +5.16 | 1.15 | 117.9% | 98.3% | 7.5% | 2.9% |
| 12 Years | +4.42 | 1.15 | 117.9% | 98.3% | 6.2% | 2.4% |
| 15 Years | +3.71 | 1.15 | 117.9% | 98.3% | 4.9% | 1.9% |