Benchmark Comparison Data · vs NIFTY50 VALUE 20
Benchmark Comparison Data
vs NIFTY50 VALUE 20
NJ Value Fund Direct · Growth
Fund vs NIFTY50 VALUE 20
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 | -6.88 | 0.68 | 46.3% | 78.4% | -8.9% | -6.1% |
| 3 Years | -3.75 | 0.68 | 46.3% | 78.4% | -3.1% | -2.1% |
| 5 Years | -3.11 | 0.68 | 46.3% | 78.4% | -1.9% | -1.2% |
| 7 Years | -2.81 | 0.68 | 46.3% | 78.4% | -1.3% | -0.9% |
| 10 Years | -2.61 | 0.68 | 46.3% | 78.4% | -0.9% | -0.6% |
| 12 Years | -2.51 | 0.68 | 46.3% | 78.4% | -0.8% | -0.5% |
| 15 Years | -2.43 | 0.68 | 46.3% | 78.4% | -0.6% | -0.4% |