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 | +12.49 | 1.00 | 102.5% | 86.2% | 9.7% | -2.8% |
| 3 Years | +11.31 | 0.90 | 95.6% | 81.2% | 17.7% | 6.4% |
| 5 Years | +7.86 | 0.86 | 89.6% | 79.4% | 15.5% | 7.8% |
| 7 Years | +5.76 | 0.90 | 88.2% | 80.9% | 18.3% | 13.2% |
| 10 Years | +3.30 | 0.87 | 85.8% | 80.5% | 15.1% | 12.6% |
| 12 Years | +4.76 | 0.88 | 87.0% | 80.5% | 14.9% | 10.6% |
| 15 Years | +4.34 | 0.86 | 86.2% | 79.6% | 14.5% | 10.7% |