Aditya Birla Sun Life Retirement Fund The 50s 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 | -0.54 | 0.26 | 27.2% | 21.9% | 2.6% | -6.4% |
| 3 Years | +1.28 | 0.25 | 27.8% | 19.9% | 8.0% | 7.3% |
| 5 Years | +0.56 | 0.23 | 25.6% | 18.8% | 6.9% | 5.8% |
| 7 Years | -0.13 | 0.11 | 17.1% | 11.6% | 6.8% | 10.5% |
| 10 Years | -1.38 | 0.10 | 16.1% | 10.3% | 5.2% | 7.8% |
| 12 Years | -2.14 | 0.10 | 16.1% | 10.3% | 4.3% | 6.4% |
| 15 Years | -2.90 | 0.10 | 16.1% | 10.3% | 3.5% | 5.1% |