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 | +6.92 | 0.79 | 85.6% | 75.1% | 8.4% | 0.2% |
| 3 Years | +2.22 | 0.71 | 74.6% | 69.2% | 7.6% | 4.9% |
| 5 Years | +0.52 | 0.71 | 74.6% | 69.2% | 4.5% | 2.9% |
| 7 Years | -0.18 | 0.71 | 74.6% | 69.2% | 3.2% | 2.1% |
| 10 Years | -0.71 | 0.71 | 74.6% | 69.2% | 2.2% | 1.4% |
| 12 Years | -0.91 | 0.71 | 74.6% | 69.2% | 1.9% | 1.2% |
| 15 Years | -1.11 | 0.71 | 74.6% | 69.2% | 1.5% | 1.0% |