Kotak Services 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 | +5.82 | 0.74 | 83.8% | 70.9% | 9.2% | 2.3% |
| 3 Years | +0.73 | 0.74 | 83.8% | 70.9% | 3.0% | 0.8% |
| 5 Years | -0.25 | 0.74 | 83.8% | 70.9% | 1.8% | 0.5% |
| 7 Years | -0.67 | 0.74 | 83.8% | 70.9% | 1.3% | 0.3% |
| 10 Years | -0.98 | 0.74 | 83.8% | 70.9% | 0.9% | 0.2% |
| 12 Years | -1.09 | 0.74 | 83.8% | 70.9% | 0.7% | 0.2% |
| 15 Years | -1.21 | 0.74 | 83.8% | 70.9% | 0.6% | 0.1% |