Bajaj Finserv 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 | +2.95 | 0.76 | 80.7% | 75.0% | 5.2% | 1.0% |
| 3 Years | +0.55 | 0.70 | 72.5% | 68.9% | 5.5% | 4.3% |
| 5 Years | -0.48 | 0.70 | 72.5% | 68.9% | 3.3% | 2.6% |
| 7 Years | -0.90 | 0.70 | 72.5% | 68.9% | 2.3% | 1.8% |
| 10 Years | -1.23 | 0.70 | 72.5% | 68.9% | 1.6% | 1.3% |
| 12 Years | -1.35 | 0.70 | 72.5% | 68.9% | 1.4% | 1.1% |
| 15 Years | -1.48 | 0.70 | 72.5% | 68.9% | 1.1% | 0.8% |