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 | +5.41 | 1.04 | 103.7% | 96.4% | 2.1% | -2.9% |
| 3 Years | +3.50 | 0.96 | 96.9% | 92.1% | 11.2% | 7.8% |
| 5 Years | +2.04 | 0.95 | 95.1% | 92.1% | 9.8% | 7.8% |
| 7 Years | +2.25 | 0.95 | 95.4% | 92.7% | 13.8% | 11.8% |
| 10 Years | +1.50 | 0.95 | 95.5% | 93.4% | 12.1% | 10.8% |
| 12 Years | +2.75 | 0.95 | 95.9% | 92.5% | 12.4% | 9.8% |
| 15 Years | +2.44 | 0.95 | 95.8% | 92.5% | 12.0% | 9.7% |