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 | +13.03 | 0.93 | 96.1% | 77.7% | 2.2% | -12.1% |
| 3 Years | +13.34 | 0.88 | 93.7% | 76.3% | 16.7% | 2.9% |
| 5 Years | +9.75 | 0.86 | 89.3% | 76.7% | 14.1% | 4.0% |
| 7 Years | +7.20 | 0.86 | 89.6% | 76.2% | 10.9% | 3.2% |
| 10 Years | +4.65 | 0.86 | 89.6% | 76.2% | 7.5% | 2.2% |
| 12 Years | +3.69 | 0.86 | 89.6% | 76.2% | 6.2% | 1.9% |
| 15 Years | +2.74 | 0.86 | 89.6% | 76.2% | 4.9% | 1.5% |