Motilal Oswal 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 | -0.06 | 0.64 | 65.4% | 61.8% | -3.5% | -9.0% |
| 3 Years | -3.72 | 0.58 | 62.0% | 63.6% | 3.1% | 7.0% |
| 5 Years | -0.47 | 0.56 | 59.5% | 56.4% | 5.5% | 5.5% |
| 7 Years | -1.40 | 0.56 | 55.1% | 53.4% | 7.1% | 10.1% |
| 10 Years | -0.75 | 0.55 | 53.5% | 50.6% | 8.0% | 10.7% |
| 12 Years | -0.91 | 0.55 | 53.5% | 50.5% | 6.8% | 8.7% |
| 15 Years | -1.32 | 0.55 | 53.5% | 50.5% | 5.4% | 6.9% |