HSBC 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 | +0.05 | 0.47 | 46.7% | 42.3% | 1.9% | -3.4% |
| 3 Years | +3.65 | 0.47 | 49.8% | 40.8% | 10.2% | 6.7% |
| 5 Years | +1.74 | 0.42 | 43.8% | 37.3% | 9.3% | 9.2% |
| 7 Years | +1.71 | 0.42 | 41.9% | 36.1% | 10.3% | 11.4% |
| 10 Years | +1.18 | 0.40 | 39.6% | 33.7% | 9.5% | 11.0% |
| 12 Years | +1.73 | 0.44 | 44.3% | 38.3% | 9.8% | 10.1% |
| 15 Years | +2.14 | 0.46 | 46.9% | 40.0% | 10.1% | 9.7% |