SBI Dividend Yield 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 | +4.40 | 0.85 | 87.0% | 80.0% | 2.8% | -3.1% |
| 3 Years | +4.72 | 0.88 | 89.7% | 82.6% | 13.2% | 8.7% |
| 5 Years | +2.27 | 0.88 | 88.7% | 82.1% | 9.4% | 7.2% |
| 7 Years | +1.35 | 0.88 | 88.7% | 82.1% | 6.6% | 5.1% |
| 10 Years | +0.69 | 0.88 | 88.7% | 82.1% | 4.6% | 3.5% |
| 12 Years | +0.43 | 0.88 | 88.7% | 82.1% | 3.8% | 3.0% |
| 15 Years | +0.18 | 0.88 | 88.7% | 82.1% | 3.0% | 2.4% |