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 | +15.41 | 0.98 | 102.5% | 82.1% | 10.0% | -5.6% |
| 3 Years | +10.16 | 0.96 | 98.9% | 85.5% | 18.0% | 7.9% |
| 5 Years | +4.26 | 0.90 | 89.5% | 83.2% | 12.3% | 8.2% |
| 7 Years | +3.30 | 0.84 | 85.2% | 80.8% | 12.9% | 10.2% |
| 10 Years | +1.69 | 0.83 | 84.4% | 80.4% | 9.0% | 7.5% |
| 12 Years | +1.20 | 0.83 | 84.4% | 80.4% | 7.5% | 6.2% |
| 15 Years | +0.73 | 0.83 | 84.4% | 80.4% | 5.9% | 4.9% |