Mahindra Manulife 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 | +5.53 | 0.72 | 74.3% | 65.8% | 5.1% | -3.1% |
| 3 Years | +5.23 | 0.68 | 71.2% | 61.8% | 13.2% | 8.6% |
| 5 Years | +3.36 | 0.61 | 65.3% | 57.9% | 9.7% | 6.2% |
| 7 Years | +1.61 | 0.61 | 65.3% | 57.9% | 6.8% | 4.4% |
| 10 Years | +0.33 | 0.61 | 65.3% | 57.9% | 4.7% | 3.0% |
| 12 Years | -0.15 | 0.61 | 65.3% | 57.9% | 3.9% | 2.5% |
| 15 Years | -0.62 | 0.61 | 65.3% | 57.9% | 3.1% | 2.0% |