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 | -0.69 | 0.85 | 83.1% | 83.0% | -2.9% | -3.7% |
| 3 Years | +0.37 | 0.77 | 76.9% | 75.5% | 10.8% | 11.7% |
| 5 Years | -0.10 | 0.73 | 73.6% | 72.2% | 10.5% | 12.1% |
| 7 Years | +4.76 | 0.77 | 77.5% | 72.3% | 21.4% | 19.7% |
| 10 Years | +5.06 | 0.75 | 75.9% | 70.2% | 16.0% | 12.4% |
| 12 Years | +5.86 | 0.75 | 76.4% | 70.1% | 17.0% | 12.7% |
| 15 Years | +5.22 | 0.75 | 77.6% | 71.4% | 16.5% | 12.8% |