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 | -1.49 | 0.60 | 61.2% | 60.0% | 0.3% | -1.4% |
| 3 Years | +3.05 | 0.59 | 62.2% | 55.0% | 11.6% | 9.9% |
| 5 Years | +1.74 | 0.58 | 60.1% | 55.0% | 10.3% | 10.1% |
| 7 Years | +1.03 | 0.58 | 56.6% | 52.6% | 10.0% | 10.7% |
| 10 Years | +1.22 | 0.60 | 60.0% | 55.7% | 10.9% | 11.8% |
| 12 Years | +2.18 | 0.61 | 62.4% | 57.3% | 11.5% | 11.1% |
| 15 Years | +2.02 | 0.61 | 63.2% | 57.8% | 10.5% | 9.7% |