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 | -1.25 | 0.84 | 82.6% | 82.6% | 4.3% | 5.4% |
| 3 Years | -1.34 | 0.76 | 75.6% | 75.3% | 14.7% | 19.1% |
| 5 Years | +1.65 | 0.73 | 73.9% | 71.0% | 15.3% | 16.4% |
| 7 Years | +5.95 | 0.77 | 78.0% | 71.9% | 22.6% | 19.7% |
| 10 Years | +5.71 | 0.75 | 75.8% | 69.6% | 18.4% | 14.8% |
| 12 Years | +7.20 | 0.75 | 77.0% | 69.7% | 19.1% | 13.8% |
| 15 Years | +5.27 | 0.75 | 77.6% | 71.3% | 16.8% | 13.2% |