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 | +10.46 | 0.97 | 99.5% | 85.3% | 0.3% | -10.7% |
| 3 Years | +11.32 | 0.97 | 100.9% | 86.4% | 14.7% | 3.3% |
| 5 Years | +9.43 | 0.92 | 95.6% | 83.8% | 13.7% | 4.1% |
| 7 Years | +8.42 | 0.92 | 92.7% | 82.9% | 19.6% | 11.6% |
| 10 Years | +3.87 | 0.91 | 90.0% | 84.4% | 15.4% | 12.0% |
| 12 Years | +6.88 | 0.90 | 90.9% | 82.5% | 16.6% | 10.1% |
| 15 Years | +6.76 | 0.89 | 91.0% | 82.0% | 16.7% | 10.3% |