Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
Axis Value Fund Direct · Growth
Fund vs NIFTY50 VALUE 20
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 | +8.78 | 0.95 | 101.8% | 90.0% | 11.2% | 2.2% |
| 3 Years | +13.18 | 0.86 | 92.7% | 75.7% | 23.9% | 11.4% |
| 5 Years | +8.15 | 0.87 | 90.0% | 78.6% | 14.8% | 6.7% |
| 7 Years | +5.40 | 0.87 | 90.0% | 78.6% | 10.4% | 4.7% |
| 10 Years | +3.43 | 0.87 | 90.0% | 78.6% | 7.2% | 3.3% |
| 12 Years | +2.68 | 0.87 | 90.0% | 78.6% | 5.9% | 2.7% |
| 15 Years | +1.96 | 0.87 | 90.0% | 78.6% | 4.7% | 2.2% |