Axis 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 | +3.51 | 0.58 | 61.4% | 53.7% | 6.3% | 0.2% |
| 3 Years | +5.93 | 0.58 | 63.6% | 53.0% | 13.6% | 8.5% |
| 5 Years | +3.18 | 0.54 | 57.5% | 50.4% | 11.0% | 9.0% |
| 7 Years | +2.73 | 0.47 | 52.7% | 47.0% | 12.0% | 12.5% |
| 10 Years | +1.53 | 0.46 | 50.9% | 45.4% | 9.4% | 9.5% |
| 12 Years | +0.66 | 0.46 | 50.9% | 45.4% | 7.8% | 7.9% |
| 15 Years | -0.20 | 0.46 | 50.9% | 45.4% | 6.2% | 6.3% |