Axis Retirement Fund Dynamic 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 | +5.06 | 0.89 | 90.8% | 83.4% | 3.2% | -2.9% |
| 3 Years | +6.58 | 0.82 | 88.3% | 78.9% | 14.1% | 7.8% |
| 5 Years | +2.81 | 0.69 | 72.6% | 66.7% | 10.2% | 7.8% |
| 7 Years | +3.50 | 0.52 | 63.7% | 57.8% | 11.9% | 10.2% |
| 10 Years | +1.44 | 0.52 | 63.7% | 57.8% | 8.2% | 7.0% |
| 12 Years | +0.65 | 0.52 | 63.7% | 57.8% | 6.8% | 5.8% |
| 15 Years | -0.12 | 0.52 | 63.7% | 57.8% | 5.4% | 4.6% |