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 | +4.39 | 0.76 | 78.7% | 70.9% | 2.0% | -5.2% |
| 3 Years | +4.77 | 0.74 | 75.5% | 67.0% | 11.3% | 6.5% |
| 5 Years | +1.96 | 0.71 | 70.5% | 65.6% | 9.9% | 8.5% |
| 7 Years | +2.35 | 0.65 | 67.2% | 62.8% | 11.9% | 11.3% |
| 10 Years | +0.57 | 0.64 | 66.2% | 62.3% | 7.8% | 7.7% |
| 12 Years | +0.07 | 0.64 | 66.2% | 62.3% | 6.5% | 6.4% |
| 15 Years | -0.42 | 0.64 | 66.2% | 62.3% | 5.2% | 5.0% |