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 | +1.52 | 0.67 | 68.9% | 64.2% | 2.7% | -1.4% |
| 3 Years | +7.45 | 0.67 | 70.5% | 58.5% | 16.6% | 10.4% |
| 5 Years | +8.91 | 0.63 | 68.1% | 55.2% | 17.9% | 10.5% |
| 7 Years | +5.72 | 0.72 | 74.5% | 67.1% | 15.2% | 10.7% |
| 10 Years | +5.10 | 0.76 | 80.8% | 74.2% | 15.6% | 11.8% |
| 12 Years | +4.99 | 0.80 | 85.5% | 79.3% | 15.2% | 11.1% |
| 15 Years | +3.41 | 0.82 | 86.5% | 81.4% | 12.5% | 9.7% |