Axis Retirement Fund Conservative 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 | +0.21 | 0.40 | 42.5% | 38.0% | 3.0% | -2.9% |
| 3 Years | +1.95 | 0.37 | 42.7% | 35.2% | 8.9% | 7.8% |
| 5 Years | +0.10 | 0.35 | 38.6% | 33.5% | 7.1% | 7.8% |
| 7 Years | +0.95 | 0.29 | 35.0% | 29.4% | 8.5% | 10.2% |
| 10 Years | -0.75 | 0.29 | 35.0% | 29.4% | 5.9% | 7.0% |
| 12 Years | -1.41 | 0.29 | 35.0% | 29.4% | 4.9% | 5.8% |
| 15 Years | -2.06 | 0.29 | 35.0% | 29.4% | 3.9% | 4.6% |