NJ 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 | -1.18 | 0.53 | 53.4% | 50.9% | 0.2% | -3.1% |
| 3 Years | +2.42 | 0.53 | 55.6% | 48.5% | 10.1% | 8.7% |
| 5 Years | +0.94 | 0.50 | 51.3% | 45.9% | 7.3% | 6.1% |
| 7 Years | -0.30 | 0.50 | 51.3% | 45.9% | 5.1% | 4.3% |
| 10 Years | -1.20 | 0.50 | 51.3% | 45.9% | 3.6% | 3.0% |
| 12 Years | -1.56 | 0.50 | 51.3% | 45.9% | 3.0% | 2.5% |
| 15 Years | -1.90 | 0.50 | 51.3% | 45.9% | 2.4% | 2.0% |