Shriram 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 | -1.29 | 0.61 | 62.5% | 61.5% | 0.8% | -0.6% |
| 3 Years | -0.03 | 0.67 | 64.9% | 61.9% | 9.4% | 10.9% |
| 5 Years | -0.40 | 0.55 | 56.8% | 54.0% | 8.6% | 11.0% |
| 7 Years | +0.75 | 0.45 | 51.5% | 48.0% | 9.3% | 11.1% |
| 10 Years | -0.59 | 0.45 | 51.5% | 48.0% | 6.4% | 7.6% |
| 12 Years | -1.10 | 0.45 | 51.5% | 48.0% | 5.3% | 6.3% |
| 15 Years | -1.60 | 0.45 | 51.5% | 48.0% | 4.2% | 5.0% |