SBI ESG Exclusionary Strategy 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 | +3.45 | 1.00 | 98.6% | 94.7% | 5.5% | 2.1% |
| 3 Years | +3.54 | 0.95 | 95.5% | 90.4% | 14.5% | 11.2% |
| 5 Years | +2.05 | 0.95 | 94.6% | 91.5% | 12.9% | 11.1% |
| 7 Years | +2.22 | 0.95 | 95.3% | 92.7% | 13.0% | 11.0% |
| 10 Years | +1.47 | 0.95 | 95.0% | 93.0% | 13.1% | 11.9% |
| 12 Years | +2.81 | 0.95 | 96.0% | 92.5% | 13.8% | 11.3% |
| 15 Years | +2.23 | 0.95 | 95.7% | 92.5% | 11.8% | 9.8% |