BALANCED ADVANTAGE PORTFOLIO

Hybrid

NJ Asset Management Private Limited

1 Month

+0.53%

6 Months

+3.35%

1 Year

+5.84%

3 Years

+10.31%

5 Years

-

Since Inception

+8.97%

AUM

₹205 Cr

Risk & Performance (vs NIFTY 500)

Volatility

8.26%

Sharpe Ratio

0.61

Sortino Ratio

0.51

Max Drawdown

-9.68%

Beta

0.55

Alpha

+0.64%

Information Ratio

-0.49

Tracking Error

6.86%

Calmar Ratio

1.24

Up Capture

63.7%

Down Capture

46.7%

Win Rate

70.7%

Best Month

+5.56%

Worst Month

-6.29%