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 | -0.48 | 0.55 | 57.6% | 53.9% | 3.0% | 1.0% |
| 3 Years | +2.73 | 0.53 | 55.7% | 48.1% | 11.8% | 11.4% |
| 5 Years | +0.58 | 0.50 | 51.3% | 46.1% | 7.0% | 6.4% |
| 7 Years | -0.55 | 0.50 | 51.3% | 46.1% | 5.0% | 4.5% |
| 10 Years | -1.38 | 0.50 | 51.3% | 46.1% | 3.5% | 3.1% |
| 12 Years | -1.70 | 0.50 | 51.3% | 46.1% | 2.9% | 2.6% |
| 15 Years | -2.02 | 0.50 | 51.3% | 46.1% | 2.3% | 2.1% |