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 | +10.62 | 0.97 | 95.9% | 81.5% | -1.5% | -12.7% |
| 3 Years | +10.83 | 0.90 | 93.8% | 79.5% | 15.1% | 4.0% |
| 5 Years | +6.82 | 0.87 | 88.9% | 79.8% | 12.0% | 5.0% |
| 7 Years | +5.79 | 0.90 | 88.2% | 80.8% | 16.2% | 10.9% |
| 10 Years | +2.55 | 0.87 | 85.0% | 80.4% | 13.7% | 11.9% |
| 12 Years | +4.29 | 0.87 | 86.0% | 80.0% | 13.4% | 9.5% |
| 15 Years | +4.32 | 0.86 | 85.8% | 79.3% | 14.0% | 10.2% |