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MF_149264

NJ Balanced Advantage Fund - Direct Plan - Growth Option

Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

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End Amount
₹14,115.88
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.14%
MF_149264 Return
Benchmark CAGR
6.39%
Nifty 50
Inflation Adj. CAGR
2.56%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.61
Volatility vs Benchmark
Sharpe Ratio
0.17
Risk-Adjusted Return
Sortino Ratio
0.25
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 53% 16% 30%
60 days 53% 11% 16%
90 days 53% 9% 11%
180 days 47% 7% 6%
1Yr 45% 4% 4%
3Yr 38% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period NJ Balanced Advantage Fund - Direct Plan - Growth Option Nifty 50
30 days -5.8% | -44.5% | 9.7% | 91.9% 26.6% | -59.2% | 8.4% | 163.5%
60 days -20.4% | -32.1% | 8.2% | 67.6% -23.0% | -41.5% | 7.4% | 93.1%
90 days -17.8% | -25.0% | 8.6% | 57.1% -25.0% | -32.2% | 10.0% | 61.3%
1 Year -1.5% | -3.2% | 4.5% | 33.5% -10.0% | -6.9% | 9.5% | 30.9%
3 Years 7.6% | 7.6% | 12.0% | 15.4% 7.7% | 6.3% | 12.7% | 18.1%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 13, 2022 Nov. 30, 2022 321 days 11% Nifty 50: 16% 10140 9061 10200
Sept. 3, 2024 Oct. 30, 2026 787 days 15% Nifty 50: 12% 15175 12937 14116