Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
HDFC 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 | +8.77 | 0.95 | 99.1% | 87.1% | 6.4% | -2.8% |
| 3 Years | +10.18 | 0.88 | 92.8% | 79.6% | 20.1% | 10.4% |
| 5 Years | +7.55 | 0.86 | 89.7% | 80.0% | 17.8% | 10.8% |
| 7 Years | +3.80 | 0.89 | 87.2% | 81.8% | 14.9% | 11.7% |
| 10 Years | +3.07 | 0.87 | 85.0% | 79.9% | 15.2% | 13.0% |
| 12 Years | +4.32 | 0.87 | 86.4% | 80.3% | 15.7% | 12.1% |
| 15 Years | +3.70 | 0.86 | 85.8% | 79.8% | 13.9% | 10.8% |