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 | -0.06 | 0.71 | 69.9% | 67.9% | -6.2% | -11.4% |
| 3 Years | +1.04 | 0.66 | 67.8% | 63.9% | 6.7% | 5.3% |
| 5 Years | +1.37 | 0.60 | 63.2% | 58.7% | 6.6% | 4.4% |
| 7 Years | +0.39 | 0.56 | 59.3% | 54.9% | 6.7% | 6.1% |
| 10 Years | -0.60 | 0.56 | 59.3% | 54.9% | 4.6% | 4.2% |
| 12 Years | -0.99 | 0.56 | 59.3% | 54.9% | 3.8% | 3.5% |
| 15 Years | -1.37 | 0.56 | 59.3% | 54.9% | 3.1% | 2.8% |