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 | +7.05 | 0.65 | 70.8% | 59.0% | 7.4% | -2.9% |
| 3 Years | +4.58 | 0.65 | 68.5% | 60.1% | 11.9% | 7.8% |
| 5 Years | +3.15 | 0.59 | 62.2% | 55.5% | 10.4% | 7.8% |
| 7 Years | +4.83 | 0.52 | 59.9% | 52.8% | 14.1% | 11.8% |
| 10 Years | +3.47 | 0.52 | 59.1% | 52.7% | 12.2% | 10.8% |
| 12 Years | +3.54 | 0.51 | 57.8% | 51.1% | 11.7% | 9.8% |
| 15 Years | +3.04 | 0.50 | 56.8% | 50.1% | 11.1% | 9.7% |