HSBC Financial Services Fund 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 | +13.76 | 1.20 | 116.9% | 100.1% | 5.8% | -5.6% |
| 3 Years | +5.46 | 1.11 | 111.9% | 98.1% | 6.4% | 1.5% |
| 5 Years | +3.52 | 1.11 | 111.9% | 98.1% | 3.8% | 0.9% |
| 7 Years | +2.71 | 1.11 | 111.9% | 98.1% | 2.7% | 0.7% |
| 10 Years | +2.11 | 1.11 | 111.9% | 98.1% | 1.9% | 0.5% |
| 12 Years | +1.88 | 1.11 | 111.9% | 98.1% | 1.6% | 0.4% |
| 15 Years | +1.65 | 1.11 | 111.9% | 98.1% | 1.3% | 0.3% |