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 | +5.16 | 0.77 | 82.7% | 73.6% | -1.8% | -10.9% |
| 3 Years | +1.94 | 0.71 | 74.1% | 69.3% | 5.6% | 2.4% |
| 5 Years | +0.36 | 0.71 | 74.1% | 69.3% | 3.3% | 1.4% |
| 7 Years | -0.29 | 0.71 | 74.1% | 69.3% | 2.4% | 1.0% |
| 10 Years | -0.78 | 0.71 | 74.1% | 69.3% | 1.6% | 0.7% |
| 12 Years | -0.98 | 0.71 | 74.1% | 69.3% | 1.4% | 0.6% |
| 15 Years | -1.16 | 0.71 | 74.1% | 69.3% | 1.1% | 0.5% |