SBI Retirement Benefit Fund Conservative 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 | -1.73 | 0.28 | 28.1% | 24.2% | 3.0% | 0.2% |
| 3 Years | +0.31 | 0.23 | 25.4% | 18.3% | 7.3% | 8.5% |
| 5 Years | +0.47 | 0.20 | 22.7% | 15.8% | 7.5% | 9.0% |
| 7 Years | -0.65 | 0.19 | 21.9% | 14.6% | 6.0% | 7.3% |
| 10 Years | -2.07 | 0.19 | 21.9% | 14.6% | 4.2% | 5.1% |
| 12 Years | -2.61 | 0.19 | 21.9% | 14.6% | 3.5% | 4.2% |
| 15 Years | -3.16 | 0.19 | 21.9% | 14.6% | 2.8% | 3.4% |