JM ELSS Tax Saver Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.55 | 1.03 | 107.3% | 88.8% | 11.4% | -2.9% |
| 3 Years | +10.29 | 1.05 | 107.8% | 95.1% | 18.1% | 7.8% |
| 5 Years | +8.12 | 1.01 | 102.6% | 92.8% | 16.0% | 7.8% |
| 7 Years | +7.55 | 0.97 | 98.7% | 90.9% | 19.2% | 11.8% |
| 10 Years | +5.81 | 0.97 | 98.4% | 91.7% | 16.5% | 10.8% |
| 12 Years | +6.40 | 0.97 | 98.8% | 91.5% | 16.1% | 9.8% |
| 15 Years | +5.64 | 0.97 | 99.5% | 92.6% | 15.3% | 9.7% |