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 | +3.31 | 0.61 | 65.0% | 57.4% | 2.4% | -5.6% |
| 3 Years | +4.42 | 0.57 | 60.0% | 50.9% | 11.7% | 7.9% |
| 5 Years | +2.95 | 0.50 | 53.2% | 45.8% | 10.3% | 8.2% |
| 7 Years | +2.92 | 0.48 | 51.1% | 45.1% | 11.2% | 10.2% |
| 10 Years | +3.02 | 0.52 | 58.0% | 51.9% | 11.9% | 11.0% |
| 12 Years | +2.56 | 0.59 | 64.8% | 59.6% | 11.1% | 10.0% |
| 15 Years | +2.09 | 0.62 | 68.0% | 63.1% | 10.4% | 9.5% |