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 | +6.57 | 0.75 | 79.0% | 68.3% | 6.0% | -2.9% |
| 3 Years | +5.28 | 0.74 | 75.8% | 66.9% | 12.7% | 7.8% |
| 5 Years | +2.85 | 0.71 | 71.3% | 65.4% | 10.3% | 7.8% |
| 7 Years | +2.44 | 0.65 | 67.4% | 62.9% | 12.4% | 11.8% |
| 10 Years | +0.75 | 0.64 | 66.3% | 62.2% | 8.1% | 7.8% |
| 12 Years | +0.22 | 0.64 | 66.3% | 62.2% | 6.7% | 6.5% |
| 15 Years | -0.31 | 0.64 | 66.3% | 62.2% | 5.3% | 5.2% |