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 | +3.65 | 1.02 | 102.4% | 97.5% | 3.7% | 0.2% |
| 3 Years | +3.62 | 1.02 | 103.7% | 99.2% | 12.2% | 8.5% |
| 5 Years | +2.82 | 1.02 | 103.2% | 97.8% | 9.7% | 6.9% |
| 7 Years | +2.01 | 1.02 | 103.2% | 97.8% | 6.9% | 4.9% |
| 10 Years | +1.42 | 1.02 | 103.2% | 97.8% | 4.8% | 3.4% |
| 12 Years | +1.19 | 1.02 | 103.2% | 97.8% | 3.9% | 2.8% |
| 15 Years | +0.97 | 1.02 | 103.2% | 97.8% | 3.1% | 2.3% |