Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
Quantum 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 | -1.72 | 0.90 | 88.7% | 90.2% | 0.9% | 2.2% |
| 3 Years | +6.13 | 0.80 | 85.3% | 76.5% | 16.6% | 11.4% |
| 5 Years | +3.43 | 0.82 | 84.0% | 78.8% | 13.9% | 11.3% |
| 7 Years | +0.60 | 0.87 | 84.1% | 82.0% | 12.1% | 12.2% |
| 10 Years | -0.03 | 0.84 | 81.0% | 79.1% | 12.2% | 13.3% |
| 12 Years | +1.34 | 0.82 | 79.7% | 76.3% | 12.6% | 12.4% |
| 15 Years | +1.68 | 0.80 | 79.0% | 75.4% | 12.1% | 11.4% |