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 | +0.61 | 0.53 | 61.1% | 55.9% | 2.1% | -2.9% |
| 3 Years | +3.37 | 0.60 | 63.1% | 55.6% | 10.6% | 7.8% |
| 5 Years | +2.20 | 0.51 | 55.0% | 48.7% | 9.4% | 7.8% |
| 7 Years | -1.59 | 0.62 | 54.1% | 52.1% | 7.4% | 10.5% |
| 10 Years | -1.83 | 0.62 | 54.1% | 52.1% | 5.1% | 7.3% |
| 12 Years | -1.93 | 0.62 | 54.1% | 52.1% | 4.3% | 6.0% |
| 15 Years | -2.03 | 0.62 | 54.1% | 52.1% | 3.4% | 4.8% |