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 | +11.74 | 0.99 | 102.9% | 86.7% | 6.4% | -5.5% |
| 3 Years | +12.64 | 0.98 | 102.4% | 86.1% | 18.7% | 6.0% |
| 5 Years | +10.82 | 0.92 | 96.7% | 83.7% | 17.5% | 6.7% |
| 7 Years | +8.49 | 0.92 | 92.4% | 82.4% | 20.5% | 12.5% |
| 10 Years | +4.78 | 0.91 | 91.2% | 84.5% | 16.4% | 12.1% |
| 12 Years | +7.24 | 0.91 | 91.8% | 82.9% | 17.1% | 10.2% |
| 15 Years | +6.89 | 0.89 | 91.2% | 82.1% | 17.0% | 10.5% |