HDFC 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 | +1.45 | 0.70 | 70.2% | 66.0% | 0.7% | -3.8% |
| 3 Years | +7.18 | 0.67 | 71.2% | 59.7% | 15.0% | 8.4% |
| 5 Years | +7.51 | 0.64 | 68.0% | 56.6% | 15.4% | 8.8% |
| 7 Years | +5.52 | 0.71 | 73.9% | 66.7% | 15.1% | 10.8% |
| 10 Years | +4.99 | 0.75 | 80.6% | 74.0% | 15.2% | 11.4% |
| 12 Years | +4.37 | 0.80 | 84.8% | 79.1% | 13.8% | 10.1% |
| 15 Years | +3.44 | 0.82 | 86.4% | 81.3% | 12.6% | 9.7% |