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 | +12.48 | 0.97 | 102.7% | 85.1% | 7.1% | -5.7% |
| 3 Years | +13.77 | 0.88 | 93.8% | 76.2% | 19.3% | 5.4% |
| 5 Years | +10.08 | 0.86 | 90.5% | 77.4% | 15.9% | 5.7% |
| 7 Years | +6.73 | 0.86 | 90.5% | 77.4% | 11.1% | 4.0% |
| 10 Years | +4.34 | 0.86 | 90.5% | 77.4% | 7.7% | 2.8% |
| 12 Years | +3.43 | 0.86 | 90.5% | 77.4% | 6.3% | 2.3% |
| 15 Years | +2.55 | 0.86 | 90.5% | 77.4% | 5.0% | 1.9% |