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 | +1.05 | 0.94 | 90.9% | 88.9% | -3.8% | -5.5% |
| 3 Years | +5.57 | 0.83 | 86.9% | 78.6% | 11.7% | 6.0% |
| 5 Years | +3.89 | 0.82 | 84.7% | 78.8% | 10.5% | 6.7% |
| 7 Years | +1.72 | 0.87 | 84.8% | 81.5% | 13.4% | 12.5% |
| 10 Years | -0.47 | 0.84 | 81.2% | 79.7% | 10.8% | 12.1% |
| 12 Years | +1.50 | 0.82 | 80.2% | 76.7% | 11.1% | 10.2% |
| 15 Years | +2.10 | 0.80 | 79.4% | 75.5% | 13.0% | 12.0% |