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 | +4.46 | 0.59 | 64.4% | 55.7% | 5.4% | -2.9% |
| 3 Years | +2.52 | 0.58 | 61.9% | 55.2% | 9.8% | 7.8% |
| 5 Years | +2.46 | 0.53 | 57.7% | 51.0% | 8.7% | 6.1% |
| 7 Years | +0.83 | 0.53 | 57.7% | 51.0% | 6.2% | 4.3% |
| 10 Years | -0.36 | 0.53 | 57.7% | 51.0% | 4.3% | 3.0% |
| 12 Years | -0.80 | 0.53 | 57.7% | 51.0% | 3.5% | 2.5% |
| 15 Years | -1.26 | 0.53 | 57.7% | 51.0% | 2.8% | 2.0% |