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 | +3.79 | 1.03 | 101.5% | 96.7% | -9.4% | -12.7% |
| 3 Years | +2.32 | 0.96 | 95.7% | 92.3% | 7.8% | 5.4% |
| 5 Years | +1.65 | 0.95 | 94.6% | 92.2% | 6.3% | 4.5% |
| 7 Years | +1.63 | 0.94 | 94.8% | 92.7% | 11.4% | 10.0% |
| 10 Years | +1.07 | 0.95 | 95.3% | 93.7% | 10.9% | 10.0% |
| 12 Years | +2.36 | 0.95 | 95.5% | 92.5% | 11.3% | 9.1% |
| 15 Years | +2.29 | 0.95 | 95.7% | 92.6% | 11.4% | 9.2% |