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 | +15.82 | 0.94 | 98.3% | 77.8% | 5.9% | -10.9% |
| 3 Years | +9.49 | 0.95 | 97.5% | 85.3% | 15.9% | 6.4% |
| 5 Years | +5.84 | 0.90 | 91.1% | 83.1% | 11.1% | 5.2% |
| 7 Years | +3.56 | 0.84 | 85.3% | 80.6% | 13.0% | 10.0% |
| 10 Years | +2.02 | 0.83 | 84.3% | 80.0% | 9.2% | 7.3% |
| 12 Years | +1.47 | 0.83 | 84.3% | 80.0% | 7.6% | 6.1% |
| 15 Years | +0.94 | 0.83 | 84.3% | 80.0% | 6.1% | 4.8% |