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 | -1.22 | 0.83 | 81.4% | 81.5% | 3.4% | 4.2% |
| 3 Years | -1.24 | 0.76 | 75.2% | 74.7% | 16.8% | 21.8% |
| 5 Years | +2.15 | 0.72 | 73.7% | 70.4% | 17.6% | 18.8% |
| 7 Years | +6.35 | 0.77 | 77.9% | 71.5% | 21.3% | 17.5% |
| 10 Years | +5.64 | 0.75 | 75.8% | 69.6% | 18.2% | 14.6% |
| 12 Years | +6.97 | 0.74 | 76.6% | 69.6% | 20.3% | 15.7% |
| 15 Years | +5.17 | 0.75 | 77.5% | 71.2% | 16.4% | 12.7% |