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 | -3.30 | 0.53 | 58.9% | 58.5% | -6.6% | -12.0% |
| 3 Years | +1.56 | 0.61 | 62.4% | 57.4% | 7.9% | 6.2% |
| 5 Years | +0.39 | 0.51 | 54.7% | 50.6% | 6.3% | 5.3% |
| 7 Years | -1.93 | 0.62 | 54.3% | 52.8% | 6.6% | 9.7% |
| 10 Years | -2.06 | 0.62 | 54.3% | 52.8% | 4.6% | 6.7% |
| 12 Years | -2.13 | 0.62 | 54.3% | 52.8% | 3.8% | 5.5% |
| 15 Years | -2.19 | 0.62 | 54.3% | 52.8% | 3.0% | 4.4% |