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 | +1.79 | 0.26 | 29.4% | 21.1% | 6.6% | -0.1% |
| 3 Years | +1.88 | 0.25 | 28.5% | 19.6% | 8.7% | 7.9% |
| 5 Years | +0.48 | 0.22 | 24.8% | 17.9% | 7.5% | 8.6% |
| 7 Years | +0.13 | 0.10 | 16.4% | 10.6% | 7.2% | 12.4% |
| 10 Years | -1.27 | 0.10 | 16.1% | 9.8% | 5.4% | 8.1% |
| 12 Years | -2.06 | 0.10 | 16.1% | 9.8% | 4.5% | 6.7% |
| 15 Years | -2.83 | 0.10 | 16.1% | 9.8% | 3.5% | 5.3% |