HDFC Retirement Fund Hybrid 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 | -3.42 | 0.70 | 66.3% | 68.1% | -2.9% | -2.1% |
| 3 Years | +0.39 | 0.67 | 67.5% | 64.3% | 8.5% | 8.9% |
| 5 Years | +2.66 | 0.65 | 66.0% | 60.2% | 9.3% | 6.8% |
| 7 Years | +4.02 | 0.62 | 65.3% | 59.0% | 13.4% | 11.2% |
| 10 Years | +3.14 | 0.63 | 65.7% | 60.0% | 12.8% | 11.5% |
| 12 Years | +3.49 | 0.63 | 66.5% | 59.5% | 13.0% | 11.2% |
| 15 Years | +2.24 | 0.63 | 66.5% | 59.5% | 10.2% | 8.9% |