HDFC Retirement Fund Equity 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 | -0.36 | 0.89 | 87.4% | 86.8% | -2.2% | -2.8% |
| 3 Years | +2.49 | 0.87 | 87.5% | 83.3% | 11.1% | 8.9% |
| 5 Years | +5.48 | 0.84 | 85.6% | 77.8% | 12.2% | 6.8% |
| 7 Years | +7.75 | 0.81 | 84.5% | 75.7% | 18.2% | 11.4% |
| 10 Years | +5.24 | 0.81 | 83.6% | 76.9% | 16.2% | 12.0% |
| 12 Years | +5.35 | 0.81 | 84.4% | 76.4% | 15.7% | 11.3% |
| 15 Years | +3.93 | 0.81 | 84.4% | 76.4% | 12.4% | 8.9% |