HDFC Retirement Savings 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 | -2.69 | 0.72 | 68.2% | 69.6% | -1.2% | -0.4% |
| 3 Years | +0.59 | 0.68 | 68.6% | 65.3% | 8.1% | 8.0% |
| 5 Years | +1.23 | 0.65 | 65.2% | 61.1% | 9.1% | 8.7% |
| 7 Years | +3.07 | 0.63 | 65.0% | 59.7% | 13.3% | 12.4% |
| 10 Years | +2.59 | 0.63 | 65.7% | 60.4% | 12.0% | 11.2% |
| 12 Years | +2.35 | 0.63 | 66.0% | 60.2% | 11.7% | 11.1% |
| 15 Years | +1.35 | 0.63 | 66.0% | 60.2% | 9.3% | 8.8% |