HDFC Retirement Fund Hybrid Debt 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 | -2.87 | 0.26 | 25.9% | 23.8% | 1.4% | -2.1% |
| 3 Years | -0.02 | 0.25 | 26.5% | 20.2% | 7.1% | 8.9% |
| 5 Years | +0.54 | 0.21 | 24.4% | 17.5% | 7.1% | 6.8% |
| 7 Years | +1.00 | 0.16 | 21.2% | 14.7% | 8.3% | 11.2% |
| 10 Years | +0.84 | 0.16 | 21.8% | 15.1% | 8.2% | 11.5% |
| 12 Years | +0.58 | 0.16 | 22.1% | 14.7% | 7.8% | 11.2% |
| 15 Years | -0.66 | 0.16 | 22.1% | 14.7% | 6.2% | 8.9% |