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 | -0.18 | 0.44 | 43.8% | 39.3% | 3.9% | 1.0% |
| 3 Years | +3.45 | 0.46 | 49.1% | 40.0% | 12.2% | 11.4% |
| 5 Years | +1.47 | 0.41 | 42.5% | 36.0% | 9.9% | 11.3% |
| 7 Years | +1.68 | 0.42 | 41.3% | 35.5% | 10.1% | 11.2% |
| 10 Years | +1.05 | 0.40 | 39.2% | 33.4% | 9.7% | 11.9% |
| 12 Years | +2.64 | 0.45 | 45.4% | 38.3% | 11.2% | 11.2% |
| 15 Years | +2.01 | 0.46 | 46.8% | 39.9% | 10.0% | 9.8% |