LIC MF 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 | -2.27 | 0.59 | 61.3% | 60.4% | 1.0% | 1.0% |
| 3 Years | +0.89 | 0.58 | 60.7% | 56.0% | 10.2% | 11.4% |
| 5 Years | +1.04 | 0.53 | 56.4% | 51.0% | 7.4% | 6.2% |
| 7 Years | -0.17 | 0.53 | 56.4% | 51.0% | 5.2% | 4.4% |
| 10 Years | -1.06 | 0.53 | 56.4% | 51.0% | 3.6% | 3.1% |
| 12 Years | -1.40 | 0.53 | 56.4% | 51.0% | 3.0% | 2.6% |
| 15 Years | -1.73 | 0.53 | 56.4% | 51.0% | 2.4% | 2.0% |