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 | +20.79 | 1.04 | 112.5% | 85.9% | 14.8% | -5.5% |
| 3 Years | +11.29 | 1.04 | 106.8% | 92.4% | 17.3% | 6.0% |
| 5 Years | +9.00 | 0.99 | 101.4% | 90.5% | 15.7% | 6.7% |
| 7 Years | +6.48 | 0.91 | 93.0% | 85.2% | 18.5% | 12.5% |
| 10 Years | +1.33 | 0.89 | 90.4% | 87.4% | 12.9% | 12.1% |
| 12 Years | +4.10 | 0.88 | 89.8% | 83.8% | 13.9% | 10.2% |
| 15 Years | +5.34 | 0.87 | 89.6% | 81.9% | 15.3% | 10.5% |