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 | +17.21 | 0.95 | 100.8% | 77.7% | 12.3% | -5.5% |
| 3 Years | +14.35 | 0.88 | 94.4% | 75.9% | 20.4% | 6.0% |
| 5 Years | +11.17 | 0.86 | 90.5% | 76.3% | 16.7% | 5.3% |
| 7 Years | +7.49 | 0.86 | 90.5% | 76.3% | 11.6% | 3.8% |
| 10 Years | +4.85 | 0.86 | 90.5% | 76.3% | 8.0% | 2.6% |
| 12 Years | +3.85 | 0.86 | 90.5% | 76.3% | 6.6% | 2.2% |
| 15 Years | +2.87 | 0.86 | 90.5% | 76.3% | 5.3% | 1.8% |