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 | -0.89 | 0.27 | 27.2% | 22.7% | 0.9% | -10.9% |
| 3 Years | -0.07 | 0.23 | 25.0% | 18.6% | 6.4% | 6.4% |
| 5 Years | +0.38 | 0.20 | 22.9% | 16.2% | 6.6% | 5.2% |
| 7 Years | -0.69 | 0.19 | 21.7% | 14.8% | 5.8% | 6.2% |
| 10 Years | -2.09 | 0.19 | 21.7% | 14.8% | 4.0% | 4.3% |
| 12 Years | -2.63 | 0.19 | 21.7% | 14.8% | 3.3% | 3.6% |
| 15 Years | -3.17 | 0.19 | 21.7% | 14.8% | 2.6% | 2.9% |