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 | +3.64 | 1.02 | 102.5% | 98.8% | 5.7% | 2.1% |
| 3 Years | +8.35 | 1.05 | 106.6% | 96.1% | 19.8% | 11.2% |
| 5 Years | +5.95 | 1.01 | 100.8% | 93.8% | 17.1% | 11.1% |
| 7 Years | +5.89 | 0.97 | 98.3% | 92.2% | 16.7% | 11.0% |
| 10 Years | +5.10 | 0.97 | 98.1% | 92.1% | 16.9% | 11.9% |
| 12 Years | +6.10 | 0.98 | 99.3% | 92.4% | 17.2% | 11.3% |
| 15 Years | +4.68 | 0.97 | 99.3% | 93.3% | 14.4% | 9.8% |