SBI 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 | +3.26 | 0.54 | 58.7% | 50.5% | 6.8% | 1.0% |
| 3 Years | +5.12 | 0.46 | 51.1% | 40.1% | 13.9% | 11.4% |
| 5 Years | +3.70 | 0.41 | 46.2% | 36.7% | 10.4% | 7.0% |
| 7 Years | +1.47 | 0.41 | 46.2% | 36.7% | 7.3% | 5.0% |
| 10 Years | -0.16 | 0.41 | 46.2% | 36.7% | 5.1% | 3.5% |
| 12 Years | -0.78 | 0.41 | 46.2% | 36.7% | 4.2% | 2.9% |
| 15 Years | -1.40 | 0.41 | 46.2% | 36.7% | 3.4% | 2.3% |