Invesco India 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 | -1.64 | 0.60 | 61.1% | 60.1% | 0.1% | -1.4% |
| 3 Years | +3.21 | 0.59 | 62.3% | 55.0% | 12.0% | 10.4% |
| 5 Years | +1.56 | 0.58 | 59.9% | 55.0% | 10.4% | 10.5% |
| 7 Years | +1.12 | 0.58 | 56.6% | 52.6% | 10.1% | 10.7% |
| 10 Years | +1.22 | 0.60 | 60.0% | 55.6% | 10.9% | 11.8% |
| 12 Years | +2.18 | 0.61 | 62.4% | 57.3% | 11.5% | 11.1% |
| 15 Years | +2.02 | 0.61 | 63.1% | 57.8% | 10.4% | 9.6% |