ITI 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 | -1.25 | 0.53 | 62.0% | 60.1% | 2.3% | 1.0% |
| 3 Years | +2.54 | 0.60 | 62.6% | 56.0% | 12.0% | 11.4% |
| 5 Years | +1.54 | 0.50 | 54.1% | 48.6% | 10.4% | 11.3% |
| 7 Years | -2.18 | 0.62 | 53.8% | 52.3% | 6.9% | 10.7% |
| 10 Years | -2.24 | 0.62 | 53.8% | 52.3% | 4.8% | 7.3% |
| 12 Years | -2.26 | 0.62 | 53.8% | 52.3% | 4.0% | 6.1% |
| 15 Years | -2.29 | 0.62 | 53.8% | 52.3% | 3.2% | 4.8% |