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 | +1.61 | 0.81 | 81.9% | 78.3% | 0.1% | -3.4% |
| 3 Years | +5.37 | 0.77 | 81.1% | 72.7% | 12.0% | 6.7% |
| 5 Years | +0.52 | 0.72 | 72.0% | 68.9% | 8.9% | 9.2% |
| 7 Years | +1.77 | 0.64 | 68.2% | 64.2% | 10.6% | 10.2% |
| 10 Years | +0.47 | 0.64 | 68.2% | 64.2% | 7.3% | 7.1% |
| 12 Years | -0.02 | 0.64 | 68.2% | 64.2% | 6.1% | 5.8% |
| 15 Years | -0.49 | 0.64 | 68.2% | 64.2% | 4.8% | 4.7% |