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 | +1.43 | 0.53 | 55.3% | 49.0% | -1.6% | -11.4% |
| 3 Years | +3.19 | 0.47 | 50.1% | 42.0% | 9.1% | 5.3% |
| 5 Years | +3.75 | 0.42 | 47.0% | 38.4% | 9.4% | 4.4% |
| 7 Years | +1.49 | 0.42 | 46.5% | 38.0% | 7.0% | 4.0% |
| 10 Years | -0.13 | 0.42 | 46.5% | 38.0% | 4.8% | 2.8% |
| 12 Years | -0.74 | 0.42 | 46.5% | 38.0% | 4.0% | 2.3% |
| 15 Years | -1.36 | 0.42 | 46.5% | 38.0% | 3.2% | 1.9% |