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 | +1.29 | 0.71 | 71.6% | 67.4% | -5.7% | -12.5% |
| 3 Years | +4.23 | 0.68 | 69.5% | 61.8% | 10.3% | 5.8% |
| 5 Years | +7.29 | 0.64 | 68.2% | 57.3% | 12.8% | 4.9% |
| 7 Years | +6.06 | 0.71 | 72.7% | 64.6% | 14.9% | 9.8% |
| 10 Years | +4.32 | 0.75 | 79.1% | 73.0% | 13.5% | 10.1% |
| 12 Years | +4.33 | 0.79 | 83.6% | 77.7% | 12.8% | 9.1% |
| 15 Years | +3.51 | 0.81 | 86.0% | 80.9% | 12.3% | 9.3% |