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 | +0.09 | 0.61 | 64.0% | 60.4% | -4.9% | -12.4% |
| 3 Years | +1.01 | 0.59 | 61.9% | 57.3% | 7.5% | 6.5% |
| 5 Years | +1.51 | 0.54 | 57.7% | 52.4% | 7.1% | 4.8% |
| 7 Years | +0.19 | 0.54 | 57.7% | 52.4% | 5.0% | 3.4% |
| 10 Years | -0.79 | 0.54 | 57.7% | 52.4% | 3.5% | 2.4% |
| 12 Years | -1.16 | 0.54 | 57.7% | 52.4% | 2.9% | 2.0% |
| 15 Years | -1.53 | 0.54 | 57.7% | 52.4% | 2.3% | 1.6% |