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 | 28.7% | 21.6% | 5.8% | 1.9% |
| 3 Years | +1.92 | 0.24 | 28.2% | 18.9% | 9.7% | 11.7% |
| 5 Years | -0.35 | 0.21 | 23.1% | 17.1% | 7.2% | 11.3% |
| 7 Years | +0.30 | 0.09 | 15.7% | 9.6% | 7.3% | 11.3% |
| 10 Years | -1.58 | 0.09 | 15.6% | 9.6% | 5.1% | 8.0% |
| 12 Years | -2.31 | 0.09 | 15.6% | 9.6% | 4.2% | 6.7% |
| 15 Years | -3.04 | 0.09 | 15.6% | 9.6% | 3.4% | 5.3% |