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 | +2.80 | 0.60 | 64.9% | 58.1% | 6.0% | 1.0% |
| 3 Years | +4.67 | 0.56 | 59.9% | 50.3% | 13.9% | 11.4% |
| 5 Years | +3.32 | 0.50 | 53.0% | 45.3% | 12.2% | 11.3% |
| 7 Years | +2.94 | 0.48 | 51.0% | 44.9% | 11.7% | 11.2% |
| 10 Years | +2.97 | 0.52 | 58.2% | 52.1% | 12.3% | 11.9% |
| 12 Years | +3.25 | 0.59 | 65.7% | 60.0% | 12.5% | 11.2% |
| 15 Years | +2.02 | 0.62 | 68.0% | 63.2% | 10.6% | 9.8% |