Axis Retirement Fund Aggressive Plan Direct · Growth
Fund vs NIFTY 50
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 | +4.36 | 0.81 | 82.7% | 75.7% | 3.3% | -2.9% |
| 3 Years | +5.98 | 0.77 | 82.1% | 73.0% | 13.4% | 7.8% |
| 5 Years | +1.44 | 0.72 | 73.0% | 68.9% | 8.9% | 7.8% |
| 7 Years | +2.00 | 0.64 | 68.3% | 64.1% | 10.8% | 10.2% |
| 10 Years | +0.64 | 0.64 | 68.3% | 64.1% | 7.5% | 7.0% |
| 12 Years | +0.12 | 0.64 | 68.3% | 64.1% | 6.2% | 5.8% |
| 15 Years | -0.39 | 0.64 | 68.3% | 64.1% | 4.9% | 4.6% |