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 | +4.33 | 0.61 | 63.7% | 54.9% | 5.1% | -2.9% |
| 3 Years | +2.85 | 0.53 | 56.4% | 49.0% | 10.0% | 7.8% |
| 5 Years | +2.88 | 0.48 | 52.1% | 45.0% | 10.0% | 7.8% |
| 7 Years | +3.50 | 0.49 | 50.9% | 44.0% | 12.6% | 11.8% |
| 10 Years | +1.55 | 0.49 | 50.4% | 43.7% | 9.0% | 8.5% |
| 12 Years | +0.71 | 0.49 | 50.4% | 43.7% | 7.5% | 7.1% |
| 15 Years | -0.13 | 0.49 | 50.4% | 43.7% | 5.9% | 5.6% |