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MF_151917

NJ Flexi Cap Fund - Direct Plan - Growth Option

Equity Schemes - Flexi Cap Fund

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End Amount
₹12,905.47
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.43%
MF_151917 Return
Benchmark CAGR
6.46%
Nifty 50
Inflation Adj. CAGR
4.39%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
1.13
Volatility vs Benchmark
Sharpe Ratio
0.24
Risk-Adjusted Return
Sortino Ratio
0.36
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 56% 35% 22%
60 days 59% 26% 17%
90 days 57% 24% 15%
180 days 51% 15% 12%
1Yr 36% 8% 9%
3Yr 100% 3% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period NJ Flexi Cap Fund - Direct Plan - Growth Option Nifty 50
30 days -13.1% | -67.3% | 6.9% | 212.2% 26.6% | -57.5% | 8.9% | 149.4%
60 days -32.0% | -52.0% | 9.2% | 158.7% -23.0% | -42.0% | 7.6% | 91.1%
90 days -27.1% | -43.9% | 5.7% | 132.2% -25.0% | -32.9% | 9.9% | 59.8%
1 Year -6.1% | -13.1% | -1.8% | 58.5% -10.0% | -9.1% | 6.0% | 29.4%
3 Years 8.8% | 8.2% | 9.1% | 10.2% 7.7% | 5.4% | 6.6% | 7.7%
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
March 4, 2024 April 4, 2024 31 days 5% Nifty 50: 3% 13323 12647 13323
Sept. 3, 2024 Oct. 30, 2026 787 days 27% Nifty 50: 12% 16338 11970 12905