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 | +10.58 | 0.99 | 103.6% | 88.5% | 5.0% | -5.7% |
| 3 Years | +12.77 | 0.87 | 92.7% | 76.1% | 20.1% | 7.5% |
| 5 Years | +9.08 | 0.87 | 90.3% | 78.0% | 14.7% | 5.5% |
| 7 Years | +6.06 | 0.87 | 90.3% | 78.0% | 10.3% | 3.9% |
| 10 Years | +3.88 | 0.87 | 90.3% | 78.0% | 7.1% | 2.7% |
| 12 Years | +3.06 | 0.87 | 90.3% | 78.0% | 5.9% | 2.3% |
| 15 Years | +2.25 | 0.87 | 90.3% | 78.0% | 4.7% | 1.8% |