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 | -0.05 | 0.88 | 88.9% | 88.7% | 2.6% | 2.1% |
| 3 Years | +5.06 | 0.81 | 85.9% | 77.8% | 15.4% | 11.2% |
| 5 Years | +2.25 | 0.67 | 70.0% | 64.9% | 11.9% | 11.1% |
| 7 Years | +2.66 | 0.52 | 62.7% | 57.4% | 11.1% | 10.3% |
| 10 Years | +0.85 | 0.52 | 62.7% | 57.4% | 7.7% | 7.1% |
| 12 Years | +0.17 | 0.52 | 62.7% | 57.4% | 6.3% | 5.9% |
| 15 Years | -0.51 | 0.52 | 62.7% | 57.4% | 5.0% | 4.7% |