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 | +2.24 | 0.89 | 90.0% | 86.1% | -0.1% | -3.4% |
| 3 Years | +5.86 | 0.82 | 87.6% | 79.1% | 12.5% | 6.7% |
| 5 Years | +1.89 | 0.69 | 71.4% | 66.6% | 10.2% | 9.2% |
| 7 Years | +3.21 | 0.52 | 63.5% | 57.9% | 11.7% | 10.2% |
| 10 Years | +1.24 | 0.52 | 63.5% | 57.9% | 8.0% | 7.1% |
| 12 Years | +0.49 | 0.52 | 63.5% | 57.9% | 6.7% | 5.8% |
| 15 Years | -0.25 | 0.52 | 63.5% | 57.9% | 5.3% | 4.7% |