SBI Energy Opportunities 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 | +9.04 | 0.90 | 100.6% | 86.4% | 10.6% | 1.0% |
| 3 Years | +1.23 | 1.07 | 106.3% | 104.4% | 3.8% | 2.8% |
| 5 Years | +0.93 | 1.07 | 106.3% | 104.4% | 2.3% | 1.7% |
| 7 Years | +0.80 | 1.07 | 106.3% | 104.4% | 1.6% | 1.2% |
| 10 Years | +0.70 | 1.07 | 106.3% | 104.4% | 1.1% | 0.8% |
| 12 Years | +0.66 | 1.07 | 106.3% | 104.4% | 0.9% | 0.7% |
| 15 Years | +0.63 | 1.07 | 106.3% | 104.4% | 0.8% | 0.6% |