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 | +11.07 | 1.00 | 105.2% | 91.3% | 13.3% | 2.2% |
| 3 Years | +12.79 | 0.95 | 100.2% | 83.8% | 24.0% | 11.4% |
| 5 Years | +10.44 | 0.92 | 96.5% | 84.2% | 21.4% | 11.3% |
| 7 Years | +7.14 | 0.92 | 91.8% | 83.4% | 18.9% | 12.2% |
| 10 Years | +4.87 | 0.91 | 90.5% | 83.7% | 17.6% | 13.3% |
| 12 Years | +7.98 | 0.91 | 92.9% | 83.5% | 19.9% | 12.4% |
| 15 Years | +6.29 | 0.90 | 91.1% | 82.5% | 16.8% | 11.0% |