SBI Retirement Benefit Fund Conservative 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 | +1.38 | 0.45 | 45.2% | 39.1% | 3.7% | -2.9% |
| 3 Years | +1.03 | 0.40 | 41.9% | 35.4% | 8.0% | 7.8% |
| 5 Years | +1.59 | 0.37 | 39.3% | 32.3% | 8.6% | 7.8% |
| 7 Years | +0.64 | 0.35 | 38.2% | 30.7% | 7.3% | 6.9% |
| 10 Years | -0.85 | 0.35 | 38.2% | 30.7% | 5.0% | 4.8% |
| 12 Years | -1.42 | 0.35 | 38.2% | 30.7% | 4.2% | 4.0% |
| 15 Years | -1.98 | 0.35 | 38.2% | 30.7% | 3.3% | 3.2% |