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 | +0.80 | 0.65 | 66.5% | 62.7% | 3.2% | 0.2% |
| 3 Years | +0.50 | 0.67 | 65.7% | 62.3% | 8.4% | 8.5% |
| 5 Years | +0.26 | 0.56 | 58.4% | 55.0% | 8.2% | 9.0% |
| 7 Years | +0.80 | 0.45 | 52.2% | 48.7% | 10.0% | 12.5% |
| 10 Years | -0.37 | 0.45 | 52.1% | 48.4% | 6.8% | 7.9% |
| 12 Years | -0.92 | 0.45 | 52.1% | 48.4% | 5.6% | 6.5% |
| 15 Years | -1.45 | 0.45 | 52.1% | 48.4% | 4.5% | 5.2% |