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 | -0.10 | 0.52 | 60.0% | 56.6% | 1.3% | -3.1% |
| 3 Years | +3.12 | 0.60 | 62.1% | 54.7% | 10.9% | 8.6% |
| 5 Years | +1.49 | 0.50 | 53.5% | 48.0% | 9.2% | 8.8% |
| 7 Years | +0.77 | -0.02 | 43.9% | 45.6% | 7.2% | 10.4% |
| 10 Years | -1.50 | -0.02 | 43.9% | 45.6% | 5.0% | 7.2% |
| 12 Years | -2.38 | -0.02 | 43.9% | 45.6% | 4.1% | 6.0% |
| 15 Years | -3.25 | -0.02 | 43.9% | 45.6% | 3.3% | 4.7% |