Edelweiss 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 | +5.12 | 0.64 | 68.7% | 59.1% | 0.5% | -10.9% |
| 3 Years | +4.12 | 0.65 | 67.4% | 59.7% | 10.6% | 6.4% |
| 5 Years | +3.04 | 0.59 | 61.9% | 55.3% | 8.8% | 5.2% |
| 7 Years | +4.47 | 0.52 | 59.6% | 52.7% | 12.8% | 10.0% |
| 10 Years | +3.34 | 0.52 | 59.1% | 52.8% | 11.8% | 10.3% |
| 12 Years | +3.22 | 0.51 | 57.5% | 51.1% | 11.0% | 9.0% |
| 15 Years | +2.99 | 0.50 | 56.8% | 50.1% | 10.9% | 9.3% |