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 | +4.67 | 0.97 | 98.3% | 90.8% | 5.7% | 0.8% |
| 3 Years | +12.13 | 0.94 | 98.5% | 83.2% | 23.1% | 11.3% |
| 5 Years | +8.99 | 0.91 | 93.8% | 82.6% | 19.9% | 11.3% |
| 7 Years | +6.58 | 0.89 | 89.3% | 81.3% | 18.3% | 12.3% |
| 10 Years | +4.62 | 0.87 | 87.3% | 80.6% | 17.0% | 13.3% |
| 12 Years | +6.03 | 0.88 | 89.0% | 81.3% | 17.6% | 12.3% |
| 15 Years | +3.73 | 0.87 | 87.2% | 81.2% | 14.1% | 10.9% |