HDFC Retirement Savings 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 | -0.52 | 0.89 | 87.4% | 87.0% | -1.1% | -1.4% |
| 3 Years | +5.51 | 0.87 | 88.9% | 80.8% | 15.4% | 10.4% |
| 5 Years | +7.81 | 0.84 | 86.1% | 75.6% | 17.7% | 10.5% |
| 7 Years | +7.38 | 0.81 | 83.8% | 75.4% | 17.3% | 10.7% |
| 10 Years | +6.20 | 0.81 | 84.2% | 76.4% | 17.0% | 11.8% |
| 12 Years | +5.21 | 0.81 | 84.3% | 76.1% | 15.2% | 10.8% |
| 15 Years | +3.82 | 0.81 | 84.3% | 76.1% | 12.0% | 8.5% |