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 | +6.83 | 0.60 | 63.7% | 51.8% | 9.6% | 0.2% |
| 3 Years | +5.48 | 0.59 | 62.0% | 51.6% | 13.2% | 8.5% |
| 5 Years | +3.45 | 0.53 | 55.4% | 47.9% | 11.2% | 9.0% |
| 7 Years | +3.44 | 0.58 | 57.3% | 50.8% | 13.4% | 12.5% |
| 10 Years | +2.56 | 0.55 | 53.9% | 47.6% | 11.7% | 11.2% |
| 12 Years | +3.00 | 0.57 | 56.2% | 49.7% | 11.6% | 10.3% |
| 15 Years | +2.50 | 0.59 | 58.7% | 52.4% | 11.0% | 9.9% |