Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
Aditya Birla Sun Life Value Fund Direct · Growth
Fund vs NIFTY50 VALUE 20
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 | +13.81 | 1.01 | 103.8% | 84.8% | 1.0% | -12.7% |
| 3 Years | +8.52 | 1.02 | 103.0% | 92.0% | 12.5% | 4.0% |
| 5 Years | +7.14 | 0.99 | 99.8% | 90.8% | 12.1% | 5.0% |
| 7 Years | +5.85 | 0.91 | 93.4% | 86.3% | 16.4% | 10.9% |
| 10 Years | -0.02 | 0.89 | 89.4% | 87.7% | 11.3% | 11.9% |
| 12 Years | +3.42 | 0.88 | 88.7% | 83.4% | 12.6% | 9.5% |
| 15 Years | +5.03 | 0.87 | 89.2% | 81.9% | 14.7% | 10.2% |