Nippon India Nifty 50 Value 20 Index 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 | -3.19 | 0.84 | 86.3% | 89.2% | -3.5% | -1.6% |
| 3 Years | +0.04 | 0.92 | 94.8% | 94.1% | 7.3% | 7.3% |
| 5 Years | +0.67 | 0.90 | 93.5% | 92.1% | 9.4% | 8.9% |
| 7 Years | +1.61 | 0.89 | 92.7% | 89.6% | 8.7% | 7.2% |
| 10 Years | +0.88 | 0.89 | 92.7% | 89.6% | 6.0% | 5.0% |
| 12 Years | +0.60 | 0.89 | 92.7% | 89.6% | 5.0% | 4.1% |
| 15 Years | +0.33 | 0.89 | 92.7% | 89.6% | 4.0% | 3.3% |