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 | +2.60 | 0.54 | 57.5% | 50.0% | 3.0% | -4.9% |
| 3 Years | +4.68 | 0.46 | 51.0% | 40.7% | 11.9% | 8.0% |
| 5 Years | +3.78 | 0.42 | 46.3% | 37.0% | 10.2% | 6.2% |
| 7 Years | +1.54 | 0.42 | 46.3% | 37.0% | 7.2% | 4.4% |
| 10 Years | -0.11 | 0.42 | 46.3% | 37.0% | 5.0% | 3.0% |
| 12 Years | -0.74 | 0.42 | 46.3% | 37.0% | 4.1% | 2.5% |
| 15 Years | -1.35 | 0.42 | 46.3% | 37.0% | 3.3% | 2.0% |