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 | 70.4% | 68.3% | -2.5% | -5.6% |
| 3 Years | +0.95 | 0.66 | 68.0% | 64.0% | 8.4% | 7.9% |
| 5 Years | +0.90 | 0.58 | 60.5% | 56.4% | 8.4% | 8.2% |
| 7 Years | +0.28 | 0.55 | 58.6% | 53.9% | 6.7% | 6.4% |
| 10 Years | -0.70 | 0.55 | 58.6% | 53.9% | 4.7% | 4.5% |
| 12 Years | -1.07 | 0.55 | 58.6% | 53.9% | 3.9% | 3.7% |
| 15 Years | -1.45 | 0.55 | 58.6% | 53.9% | 3.1% | 3.0% |