Aditya Birla Sun Life Bal Bhavishya Yojna 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 | +6.83 | 0.97 | 97.8% | 88.6% | -3.6% | -10.9% |
| 3 Years | +3.96 | 1.01 | 98.9% | 93.9% | 10.4% | 6.4% |
| 5 Years | +3.18 | 0.95 | 94.4% | 90.0% | 8.4% | 5.2% |
| 7 Years | +1.42 | 0.85 | 87.0% | 84.8% | 10.9% | 10.0% |
| 10 Years | +0.63 | 0.85 | 85.9% | 83.8% | 8.3% | 7.9% |
| 12 Years | +0.34 | 0.85 | 85.9% | 83.8% | 6.9% | 6.5% |
| 15 Years | +0.07 | 0.85 | 85.9% | 83.8% | 5.5% | 5.2% |