Nippon India 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 | +4.39 | 0.62 | 66.6% | 57.6% | 5.0% | -3.1% |
| 3 Years | +5.07 | 0.57 | 60.8% | 51.0% | 12.0% | 7.3% |
| 5 Years | +2.93 | 0.50 | 53.5% | 46.3% | 10.7% | 9.1% |
| 7 Years | +3.11 | 0.48 | 51.4% | 45.2% | 11.8% | 11.1% |
| 10 Years | +2.88 | 0.52 | 57.7% | 51.7% | 11.8% | 11.1% |
| 12 Years | +2.63 | 0.59 | 64.3% | 59.0% | 11.3% | 10.1% |
| 15 Years | +2.21 | 0.62 | 68.0% | 63.0% | 10.7% | 9.8% |