HDFC BSE 500 Index Fund 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 | +3.35 | 1.03 | 104.6% | 100.0% | 4.2% | 1.0% |
| 3 Years | +4.05 | 1.03 | 103.8% | 98.9% | 15.3% | 11.2% |
| 5 Years | +2.38 | 1.03 | 103.8% | 98.9% | 8.9% | 6.5% |
| 7 Years | +1.72 | 1.03 | 103.8% | 98.9% | 6.3% | 4.6% |
| 10 Years | +1.23 | 1.03 | 103.8% | 98.9% | 4.4% | 3.2% |
| 12 Years | +1.05 | 1.03 | 103.8% | 98.9% | 3.6% | 2.7% |
| 15 Years | +0.86 | 1.03 | 103.8% | 98.9% | 2.9% | 2.1% |