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NJ Balanced Advantage Fund - Direct (IDCW) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Dividend | Viral Shah

16 Dec 25 | 12:00 AM

14.36 -0.05 (-0.35%)

  • Underperforms

    0.91%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -3.57%

  • Less Volatile

    0.49%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.10%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year NJ Balanced Advantage Fund - Direct (IDCW), has underperformed its benchmark, Hybrid - Equity Oriented by -3.57% (CAGR difference)

0.91%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

17 Dec 2024

Risk

In last 1 year , the volatility of NJ Balanced Advantage Fund - Direct (IDCW),is Lower than its benchmark, Hybrid - Equity Oriented by -0.10%

0.49%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

View Stock Composition