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 | +4.48 | 0.67 | 73.3% | 64.8% | 7.3% | 1.0% |
| 3 Years | +4.21 | 0.65 | 68.0% | 59.8% | 13.9% | 11.4% |
| 5 Years | +2.82 | 0.58 | 61.6% | 55.3% | 12.1% | 11.3% |
| 7 Years | +4.58 | 0.52 | 59.2% | 52.3% | 13.5% | 11.2% |
| 10 Years | +2.98 | 0.52 | 58.5% | 52.6% | 12.3% | 11.9% |
| 12 Years | +3.90 | 0.51 | 58.0% | 51.1% | 12.8% | 11.2% |
| 15 Years | +2.75 | 0.50 | 56.6% | 50.0% | 10.9% | 9.7% |