Aditya Birla Sun Life Retirement Fund The 30s Plan 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 | +13.96 | 0.98 | 104.6% | 86.3% | 15.9% | 1.9% |
| 3 Years | +8.02 | 0.96 | 97.7% | 87.0% | 19.5% | 11.7% |
| 5 Years | +2.77 | 0.90 | 88.4% | 84.0% | 13.6% | 11.3% |
| 7 Years | +2.04 | 0.84 | 84.5% | 81.4% | 12.6% | 11.3% |
| 10 Years | +1.05 | 0.83 | 84.0% | 81.0% | 8.8% | 8.0% |
| 12 Years | +0.67 | 0.83 | 84.0% | 81.0% | 7.3% | 6.7% |
| 15 Years | +0.31 | 0.83 | 84.0% | 81.0% | 5.8% | 5.3% |