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 | +12.64 | 1.05 | 114.7% | 98.0% | 9.4% | -2.8% |
| 3 Years | +10.61 | 1.02 | 105.1% | 91.9% | 21.1% | 10.4% |
| 5 Years | +6.63 | 0.99 | 100.3% | 92.1% | 17.4% | 10.8% |
| 7 Years | +3.98 | 0.91 | 91.8% | 86.5% | 15.2% | 11.7% |
| 10 Years | +1.34 | 0.89 | 89.5% | 86.5% | 13.6% | 13.0% |
| 12 Years | +4.56 | 0.90 | 91.4% | 85.2% | 16.1% | 12.1% |
| 15 Years | +4.54 | 0.87 | 89.3% | 82.4% | 14.7% | 10.8% |