Benchmark Comparison Data
vs NIFTY 50
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Navi Large and Mid Cap Fund Direct · Growth

Fund vs NIFTY 50

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 +5.91 1.08 109.2% 101.8% 4.7% -0.6%
3 Years +4.17 0.97 100.0% 94.5% 14.9% 10.9%
5 Years +4.48 0.95 96.6% 90.6% 15.3% 11.0%
7 Years +4.19 0.88 90.1% 85.0% 14.7% 11.1%
10 Years +3.92 0.87 88.8% 83.4% 15.1% 11.9%
12 Years +3.20 0.86 88.0% 82.5% 12.8% 10.1%
15 Years +2.33 0.86 88.0% 82.5% 10.1% 8.0%