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 | -1.65 | 0.61 | 61.6% | 60.6% | 0.6% | -0.4% |
| 3 Years | +3.16 | 0.59 | 63.2% | 56.3% | 10.6% | 8.0% |
| 5 Years | +1.75 | 0.59 | 60.3% | 55.3% | 9.5% | 8.7% |
| 7 Years | +0.97 | 0.59 | 57.3% | 53.4% | 10.9% | 12.4% |
| 10 Years | +0.99 | 0.59 | 59.7% | 55.6% | 10.3% | 11.2% |
| 12 Years | +1.98 | 0.61 | 62.1% | 57.1% | 10.7% | 10.2% |
| 15 Years | +2.19 | 0.61 | 63.3% | 57.7% | 10.8% | 9.9% |