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 | +13.36 | 1.21 | 121.8% | 105.3% | 7.9% | -3.4% |
| 3 Years | +6.33 | 1.13 | 115.3% | 100.7% | 8.6% | 2.8% |
| 5 Years | +4.05 | 1.13 | 115.3% | 100.7% | 5.1% | 1.6% |
| 7 Years | +3.11 | 1.13 | 115.3% | 100.7% | 3.6% | 1.2% |
| 10 Years | +2.40 | 1.13 | 115.3% | 100.7% | 2.5% | 0.8% |
| 12 Years | +2.14 | 1.13 | 115.3% | 100.7% | 2.1% | 0.7% |
| 15 Years | +1.86 | 1.13 | 115.3% | 100.7% | 1.7% | 0.6% |