Tata 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 | +1.71 | 0.62 | 63.9% | 58.3% | -2.9% | -11.4% |
| 3 Years | +1.41 | 0.54 | 56.0% | 50.7% | 7.2% | 5.3% |
| 5 Years | +2.30 | 0.49 | 52.6% | 46.3% | 7.8% | 4.4% |
| 7 Years | +2.81 | 0.49 | 50.9% | 44.8% | 11.1% | 10.2% |
| 10 Years | +1.21 | 0.49 | 50.5% | 44.4% | 8.4% | 8.0% |
| 12 Years | +0.43 | 0.49 | 50.5% | 44.4% | 7.0% | 6.6% |
| 15 Years | -0.34 | 0.49 | 50.5% | 44.4% | 5.5% | 5.2% |