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 | +1.22 | 0.56 | 59.3% | 54.3% | 3.7% | -0.6% |
| 3 Years | +6.30 | 0.58 | 63.9% | 52.6% | 15.3% | 10.9% |
| 5 Years | +3.51 | 0.53 | 57.0% | 49.5% | 12.4% | 11.0% |
| 7 Years | +2.63 | 0.46 | 52.1% | 46.5% | 11.3% | 11.1% |
| 10 Years | +1.25 | 0.46 | 50.5% | 45.2% | 9.0% | 9.3% |
| 12 Years | +0.42 | 0.46 | 50.5% | 45.2% | 7.5% | 7.7% |
| 15 Years | -0.39 | 0.46 | 50.5% | 45.2% | 5.9% | 6.1% |