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 | +2.90 | 0.71 | 71.4% | 65.7% | 2.8% | -2.9% |
| 3 Years | +6.03 | 0.68 | 71.2% | 61.2% | 13.4% | 7.8% |
| 5 Years | +8.40 | 0.64 | 68.7% | 56.4% | 15.8% | 7.8% |
| 7 Years | +6.07 | 0.71 | 73.7% | 65.8% | 16.4% | 11.8% |
| 10 Years | +4.76 | 0.75 | 80.0% | 73.5% | 14.5% | 10.8% |
| 12 Years | +4.52 | 0.80 | 84.3% | 78.3% | 13.6% | 9.8% |
| 15 Years | +3.54 | 0.82 | 86.3% | 81.1% | 12.7% | 9.7% |