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 | -3.12 | 0.41 | 42.5% | 41.2% | 1.1% | 1.0% |
| 3 Years | +2.23 | 0.37 | 42.5% | 34.4% | 10.5% | 11.4% |
| 5 Years | +0.09 | 0.34 | 37.6% | 32.4% | 8.2% | 11.3% |
| 7 Years | +0.62 | 0.29 | 34.6% | 29.1% | 8.2% | 10.3% |
| 10 Years | -0.99 | 0.29 | 34.6% | 29.1% | 5.7% | 7.1% |
| 12 Years | -1.60 | 0.29 | 34.6% | 29.1% | 4.7% | 5.9% |
| 15 Years | -2.21 | 0.29 | 34.6% | 29.1% | 3.8% | 4.7% |