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 | +1.92 | 0.58 | 60.0% | 54.2% | 5.7% | 1.9% |
| 3 Years | +2.71 | 0.52 | 55.5% | 48.2% | 11.9% | 11.7% |
| 5 Years | +2.60 | 0.47 | 50.7% | 43.8% | 11.3% | 11.3% |
| 7 Years | +3.32 | 0.48 | 50.2% | 43.5% | 12.2% | 11.3% |
| 10 Years | +1.18 | 0.48 | 49.9% | 43.4% | 8.8% | 8.7% |
| 12 Years | +0.39 | 0.48 | 49.9% | 43.4% | 7.2% | 7.2% |
| 15 Years | -0.38 | 0.48 | 49.9% | 43.4% | 5.8% | 5.7% |