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 | -2.91 | 0.74 | 80.1% | 80.4% | -1.1% | 0.2% |
| 3 Years | -3.36 | 0.59 | 62.9% | 63.7% | 4.3% | 8.5% |
| 5 Years | -1.94 | 0.56 | 57.5% | 56.3% | 5.9% | 9.0% |
| 7 Years | -1.69 | 0.57 | 55.0% | 53.4% | 8.2% | 12.5% |
| 10 Years | -0.97 | 0.55 | 53.2% | 50.5% | 8.1% | 11.2% |
| 12 Years | -1.29 | 0.55 | 53.2% | 50.5% | 6.7% | 9.2% |
| 15 Years | -1.61 | 0.55 | 53.2% | 50.5% | 5.3% | 7.3% |