Benchmark Comparison Data
vs NIFTY 50
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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 -3.22 0.60 60.9% 61.8% -3.2% -4.4%
3 Years +0.76 0.59 61.0% 56.7% 8.4% 8.5%
5 Years +1.25 0.53 57.0% 51.6% 7.4% 5.8%
7 Years -0.01 0.53 57.0% 51.6% 5.2% 4.1%
10 Years -0.94 0.53 57.0% 51.6% 3.6% 2.9%
12 Years -1.28 0.53 57.0% 51.6% 3.0% 2.4%
15 Years -1.64 0.53 57.0% 51.6% 2.4% 1.9%