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 | +3.56 | 0.54 | 56.6% | 48.4% | 5.0% | -2.9% |
| 3 Years | +4.05 | 0.47 | 50.9% | 41.6% | 11.1% | 7.8% |
| 5 Years | +4.00 | 0.42 | 46.6% | 37.5% | 10.6% | 6.8% |
| 7 Years | +1.69 | 0.42 | 46.6% | 37.5% | 7.5% | 4.8% |
| 10 Years | -0.00 | 0.42 | 46.6% | 37.5% | 5.2% | 3.4% |
| 12 Years | -0.64 | 0.42 | 46.6% | 37.5% | 4.3% | 2.8% |
| 15 Years | -1.28 | 0.42 | 46.6% | 37.5% | 3.4% | 2.2% |