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 | +7.77 | 1.00 | 101.9% | 91.2% | 9.7% | 1.9% |
| 3 Years | +5.22 | 1.01 | 100.5% | 93.7% | 17.0% | 11.7% |
| 5 Years | +1.02 | 0.94 | 91.3% | 89.3% | 12.0% | 11.3% |
| 7 Years | +0.79 | 0.85 | 86.0% | 84.3% | 11.4% | 11.3% |
| 10 Years | +0.25 | 0.85 | 85.5% | 83.8% | 8.5% | 8.6% |
| 12 Years | +0.03 | 0.85 | 85.5% | 83.8% | 7.0% | 7.1% |
| 15 Years | -0.17 | 0.85 | 85.5% | 83.8% | 5.6% | 5.6% |