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 | +0.30 | 0.89 | 88.6% | 87.3% | -3.4% | -4.9% |
| 3 Years | +4.79 | 0.82 | 86.8% | 79.4% | 12.5% | 8.0% |
| 5 Years | +2.00 | 0.68 | 70.5% | 65.6% | 9.8% | 8.4% |
| 7 Years | +2.72 | 0.52 | 63.0% | 57.7% | 10.9% | 9.7% |
| 10 Years | +0.90 | 0.52 | 63.0% | 57.7% | 7.5% | 6.7% |
| 12 Years | +0.21 | 0.52 | 63.0% | 57.7% | 6.2% | 5.5% |
| 15 Years | -0.47 | 0.52 | 63.0% | 57.7% | 4.9% | 4.4% |