Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
Nippon India 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 | +1.97 | 0.99 | 94.2% | 91.5% | -11.5% | -13.7% |
| 3 Years | +7.91 | 0.96 | 97.3% | 86.5% | 11.9% | 3.8% |
| 5 Years | +6.20 | 0.91 | 92.5% | 84.1% | 11.6% | 5.3% |
| 7 Years | +6.14 | 0.90 | 89.9% | 82.3% | 16.6% | 10.9% |
| 10 Years | +3.10 | 0.88 | 86.9% | 81.8% | 14.2% | 11.8% |
| 12 Years | +4.80 | 0.88 | 87.8% | 81.3% | 14.0% | 9.6% |
| 15 Years | +3.72 | 0.87 | 87.1% | 81.3% | 13.4% | 10.2% |