Zerodha Nifty MidSmallcap400 50:50 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 | +8.60 | 0.86 | 91.5% | 64.2% | 5.1% | -5.1% |
| 3 Years | +2.28 | 0.86 | 91.5% | 64.2% | 1.7% | -1.7% |
| 5 Years | +1.01 | 0.86 | 91.5% | 64.2% | 1.0% | -1.0% |
| 7 Years | +0.46 | 0.86 | 91.5% | 64.2% | 0.7% | -0.7% |
| 10 Years | +0.06 | 0.86 | 91.5% | 64.2% | 0.5% | -0.5% |
| 12 Years | -0.11 | 0.86 | 91.5% | 64.2% | 0.4% | -0.4% |
| 15 Years | -0.26 | 0.86 | 91.5% | 64.2% | 0.3% | -0.3% |