Aditya Birla Sun Life Retirement Fund The 40s 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 | +2.70 | 0.74 | 74.3% | 68.6% | -3.6% | -10.9% |
| 3 Years | +4.35 | 0.74 | 75.0% | 67.4% | 10.8% | 6.4% |
| 5 Years | +2.77 | 0.71 | 71.6% | 65.9% | 8.3% | 5.2% |
| 7 Years | +1.71 | 0.65 | 67.1% | 63.3% | 10.5% | 10.0% |
| 10 Years | +0.51 | 0.64 | 66.2% | 62.5% | 7.6% | 7.3% |
| 12 Years | +0.02 | 0.64 | 66.2% | 62.5% | 6.3% | 6.1% |
| 15 Years | -0.45 | 0.64 | 66.2% | 62.5% | 5.0% | 4.8% |