Benchmark Comparison Data · vs NIFTY SMALLCAP 250
Benchmark Comparison Data
vs NIFTY SMALLCAP 250
Kotak Small Cap Fund Direct · Growth
Fund vs NIFTY SMALLCAP 250
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 | -0.45 | 0.86 | 84.9% | 84.0% | 7.9% | 8.7% |
| 3 Years | -0.46 | 0.76 | 76.3% | 75.3% | 14.3% | 17.4% |
| 5 Years | +1.21 | 0.73 | 74.5% | 71.9% | 14.7% | 16.0% |
| 7 Years | +6.17 | 0.77 | 78.0% | 71.7% | 24.7% | 22.1% |
| 10 Years | +5.40 | 0.75 | 75.8% | 69.9% | 17.8% | 14.3% |
| 12 Years | +6.80 | 0.75 | 76.9% | 69.9% | 18.9% | 14.0% |
| 15 Years | +5.43 | 0.75 | 77.7% | 71.3% | 17.2% | 13.5% |