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 | +2.29 | 0.70 | 73.0% | 66.9% | 5.0% | 1.0% |
| 3 Years | +5.25 | 0.68 | 71.3% | 61.9% | 15.1% | 11.4% |
| 5 Years | +2.71 | 0.61 | 64.9% | 58.0% | 9.2% | 6.5% |
| 7 Years | +1.15 | 0.61 | 64.9% | 58.0% | 6.5% | 4.6% |
| 10 Years | +0.02 | 0.61 | 64.9% | 58.0% | 4.5% | 3.2% |
| 12 Years | -0.42 | 0.61 | 64.9% | 58.0% | 3.7% | 2.6% |
| 15 Years | -0.85 | 0.61 | 64.9% | 58.0% | 3.0% | 2.1% |