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 | +2.93 | 1.00 | 99.7% | 95.6% | -8.0% | -10.9% |
| 3 Years | +2.89 | 1.02 | 102.1% | 98.6% | 9.3% | 6.4% |
| 5 Years | +2.70 | 1.01 | 102.3% | 97.3% | 8.1% | 5.4% |
| 7 Years | +1.92 | 1.01 | 102.3% | 97.3% | 5.7% | 3.8% |
| 10 Years | +1.36 | 1.01 | 102.3% | 97.3% | 4.0% | 2.6% |
| 12 Years | +1.13 | 1.01 | 102.3% | 97.3% | 3.3% | 2.2% |
| 15 Years | +0.92 | 1.01 | 102.3% | 97.3% | 2.6% | 1.8% |