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 | -2.28 | 0.41 | 42.2% | 40.1% | -3.4% | -12.0% |
| 3 Years | +0.72 | 0.38 | 42.4% | 36.7% | 7.1% | 6.2% |
| 5 Years | -0.37 | 0.36 | 38.8% | 34.4% | 5.7% | 5.3% |
| 7 Years | +0.64 | 0.30 | 35.0% | 30.0% | 8.0% | 9.4% |
| 10 Years | -0.96 | 0.30 | 35.0% | 30.0% | 5.5% | 6.5% |
| 12 Years | -1.57 | 0.30 | 35.0% | 30.0% | 4.6% | 5.4% |
| 15 Years | -2.19 | 0.30 | 35.0% | 30.0% | 3.6% | 4.3% |