Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
HSBC 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 | +9.60 | 1.02 | 105.1% | 91.5% | 3.8% | -5.7% |
| 3 Years | +13.34 | 0.96 | 100.9% | 84.1% | 20.8% | 7.5% |
| 5 Years | +9.93 | 0.92 | 95.8% | 83.9% | 18.5% | 8.8% |
| 7 Years | +7.10 | 0.92 | 91.8% | 83.2% | 18.1% | 11.4% |
| 10 Years | +5.02 | 0.91 | 90.9% | 84.0% | 17.1% | 12.6% |
| 12 Years | +7.08 | 0.91 | 92.5% | 83.7% | 17.4% | 10.7% |
| 15 Years | +6.51 | 0.90 | 91.1% | 82.3% | 16.6% | 10.6% |