Aditya Birla Sun Life Balanced Advantage Fund 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 | +4.73 | 0.60 | 64.7% | 55.3% | 6.9% | -0.6% |
| 3 Years | +5.22 | 0.58 | 61.2% | 51.0% | 14.2% | 10.9% |
| 5 Years | +3.35 | 0.52 | 54.7% | 47.1% | 12.2% | 11.0% |
| 7 Years | +3.17 | 0.57 | 56.9% | 50.7% | 12.3% | 11.1% |
| 10 Years | +2.77 | 0.55 | 53.8% | 47.2% | 12.2% | 11.9% |
| 12 Years | +3.21 | 0.57 | 56.8% | 50.1% | 12.3% | 11.1% |
| 15 Years | +2.23 | 0.59 | 58.6% | 52.4% | 10.6% | 9.7% |