SBI Retirement Benefit Fund Aggressive Hybrid Plan 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 | +5.25 | 0.82 | 83.7% | 75.1% | 7.2% | 1.0% |
| 3 Years | +3.42 | 0.75 | 76.1% | 69.5% | 13.6% | 11.4% |
| 5 Years | +4.93 | 0.71 | 72.0% | 63.6% | 14.8% | 11.3% |
| 7 Years | +3.38 | 0.70 | 71.6% | 62.9% | 10.3% | 7.0% |
| 10 Years | +1.70 | 0.70 | 71.6% | 62.9% | 7.1% | 4.9% |
| 12 Years | +1.06 | 0.70 | 71.6% | 62.9% | 5.9% | 4.1% |
| 15 Years | +0.44 | 0.70 | 71.6% | 62.9% | 4.7% | 3.2% |