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 | +0.38 | 0.91 | 89.5% | 88.4% | 1.1% | 0.2% |
| 3 Years | +3.68 | 0.88 | 89.0% | 83.1% | 12.0% | 8.5% |
| 5 Years | +5.22 | 0.84 | 84.8% | 77.3% | 13.8% | 9.0% |
| 7 Years | +8.04 | 0.81 | 84.6% | 75.7% | 19.4% | 12.5% |
| 10 Years | +5.95 | 0.81 | 84.3% | 76.8% | 16.3% | 11.2% |
| 12 Years | +5.39 | 0.81 | 84.5% | 76.3% | 15.6% | 11.1% |
| 15 Years | +3.96 | 0.81 | 84.5% | 76.3% | 12.3% | 8.8% |