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 | +3.06 | 0.61 | 62.4% | 55.0% | 0.8% | -7.9% |
| 3 Years | +2.70 | 0.53 | 55.7% | 48.4% | 9.8% | 7.6% |
| 5 Years | +2.65 | 0.48 | 51.4% | 44.4% | 9.8% | 8.0% |
| 7 Years | +3.37 | 0.49 | 50.5% | 43.8% | 11.5% | 9.9% |
| 10 Years | +1.30 | 0.48 | 50.1% | 43.6% | 8.6% | 8.1% |
| 12 Years | +0.51 | 0.48 | 50.1% | 43.6% | 7.1% | 6.7% |
| 15 Years | -0.28 | 0.48 | 50.1% | 43.6% | 5.6% | 5.3% |