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 | +8.43 | 1.01 | 104.6% | 92.6% | 2.6% | -5.7% |
| 3 Years | +13.32 | 0.97 | 102.3% | 85.5% | 18.7% | 5.4% |
| 5 Years | +9.97 | 0.92 | 96.3% | 84.3% | 18.3% | 8.5% |
| 7 Years | +7.63 | 0.92 | 92.1% | 83.3% | 19.7% | 12.5% |
| 10 Years | +4.58 | 0.91 | 91.3% | 84.9% | 16.5% | 12.4% |
| 12 Years | +6.87 | 0.91 | 91.9% | 83.4% | 17.2% | 10.7% |
| 15 Years | +6.68 | 0.90 | 91.3% | 82.3% | 16.9% | 10.6% |