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 | +6.11 | 0.60 | 63.4% | 52.4% | 3.3% | -9.0% |
| 3 Years | +5.09 | 0.59 | 61.8% | 52.1% | 11.9% | 7.0% |
| 5 Years | +3.75 | 0.53 | 56.5% | 48.6% | 9.7% | 5.5% |
| 7 Years | +3.21 | 0.58 | 57.0% | 50.6% | 11.8% | 10.1% |
| 10 Years | +1.91 | 0.55 | 53.9% | 48.4% | 10.7% | 10.7% |
| 12 Years | +2.95 | 0.57 | 55.9% | 49.4% | 10.9% | 9.0% |
| 15 Years | +2.52 | 0.59 | 58.7% | 52.5% | 10.8% | 9.5% |