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 | +0.38 | 0.77 | 85.4% | 83.4% | -0.5% | -3.1% |
| 3 Years | -1.51 | 0.59 | 63.8% | 62.1% | 6.2% | 8.6% |
| 5 Years | -2.05 | 0.56 | 57.5% | 56.4% | 5.7% | 8.8% |
| 7 Years | -1.67 | 0.57 | 54.9% | 53.3% | 7.3% | 10.8% |
| 10 Years | -1.19 | 0.55 | 53.1% | 50.7% | 7.7% | 10.8% |
| 12 Years | -1.47 | 0.55 | 53.1% | 50.7% | 6.4% | 8.9% |
| 15 Years | -1.76 | 0.55 | 53.1% | 50.7% | 5.1% | 7.1% |