BALANCED ADVANTAGE PORTFOLIO

Hybrid

NJ Asset Management Private Limited

1 Month

-3.69%

6 Months

+6.21%

1 Year

+1.10%

3 Years

+8.36%

5 Years

-

Since Inception

+7.97%

AUM

₹197 Cr

Risk & Performance (vs NIFTY 500)

Volatility

8.53%

Sharpe Ratio

0.41

Sortino Ratio

0.34

Max Drawdown

-9.68%

Beta

0.56

Alpha

+0.38%

Information Ratio

-0.38

Tracking Error

6.90%

Calmar Ratio

1.09

Up Capture

63.7%

Down Capture

48.7%

Win Rate

69.0%

Best Month

+5.56%

Worst Month

-6.29%