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 | +0.85 | 0.71 | 70.6% | 67.1% | 0.7% | -2.9% |
| 3 Years | +1.28 | 0.66 | 68.0% | 63.7% | 8.6% | 7.8% |
| 5 Years | +1.01 | 0.59 | 61.8% | 57.6% | 8.3% | 7.8% |
| 7 Years | +0.65 | 0.56 | 59.2% | 54.2% | 7.4% | 6.9% |
| 10 Years | -0.43 | 0.56 | 59.2% | 54.2% | 5.1% | 4.8% |
| 12 Years | -0.85 | 0.56 | 59.2% | 54.2% | 4.3% | 4.0% |
| 15 Years | -1.27 | 0.56 | 59.2% | 54.2% | 3.4% | 3.2% |