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 | +16.70 | 0.98 | 104.2% | 82.7% | 11.7% | -5.2% |
| 3 Years | +9.31 | 0.96 | 99.1% | 86.6% | 15.8% | 6.5% |
| 5 Years | +4.60 | 0.90 | 89.9% | 83.3% | 12.9% | 8.5% |
| 7 Years | +4.27 | 0.84 | 86.0% | 80.7% | 14.8% | 11.3% |
| 10 Years | +2.01 | 0.83 | 84.6% | 80.3% | 9.5% | 7.7% |
| 12 Years | +1.47 | 0.83 | 84.6% | 80.3% | 7.8% | 6.4% |
| 15 Years | +0.93 | 0.83 | 84.6% | 80.3% | 6.2% | 5.1% |