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 | -2.01 | 0.40 | 42.6% | 40.1% | 0.6% | -3.1% |
| 3 Years | +1.51 | 0.37 | 42.4% | 35.4% | 8.8% | 8.7% |
| 5 Years | -0.11 | 0.35 | 38.0% | 33.2% | 7.3% | 8.9% |
| 7 Years | +0.71 | 0.29 | 34.8% | 29.4% | 8.3% | 10.1% |
| 10 Years | -0.92 | 0.29 | 34.8% | 29.4% | 5.7% | 7.0% |
| 12 Years | -1.54 | 0.29 | 34.8% | 29.4% | 4.8% | 5.8% |
| 15 Years | -2.17 | 0.29 | 34.8% | 29.4% | 3.8% | 4.6% |