PGIM India 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 | +0.50 | 0.71 | 71.4% | 68.2% | 0.0% | -3.4% |
| 3 Years | +0.92 | 0.66 | 67.8% | 64.1% | 7.5% | 6.7% |
| 5 Years | +0.75 | 0.59 | 61.2% | 57.2% | 8.8% | 9.2% |
| 7 Years | +0.56 | 0.56 | 59.0% | 54.1% | 7.3% | 7.0% |
| 10 Years | -0.50 | 0.56 | 59.0% | 54.1% | 5.1% | 4.8% |
| 12 Years | -0.91 | 0.56 | 59.0% | 54.1% | 4.2% | 4.0% |
| 15 Years | -1.31 | 0.56 | 59.0% | 54.1% | 3.4% | 3.2% |