NJ Flexi Cap Fund - Direct Plan - Growth Option
NJ Mutual Fund Equity Flexi Cap Fund
Expense Ratio
0.54%
AUM
₹225.80 Cr
Plan Type
Direct
Market Cap
Flexi
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-37.20%
Poor
6 Months
-4.83%
Poor
1 Year
-2.41%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 9 quarters
AUM Metrics
Key indicators
Current AUM
₹225.80 Cr
Recent Trend
Growing
Stability Score
62.3
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+146.45%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.70%
Annualized standard deviation
Sharpe Ratio
0.474
Poor - Risk-adjusted return
Max Drawdown
-26.70%
High - Worst decline
Consistency
57.9%
Performance consistency
Volatility Breakdown
Daily Volatility
0.93%
Average daily price movement
Annualized Volatility
14.70%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance