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 | +8.53 | 1.04 | 104.6% | 93.2% | 3.2% | -4.9% |
| 3 Years | +8.96 | 1.05 | 106.4% | 95.2% | 17.0% | 8.0% |
| 5 Years | +6.83 | 1.01 | 101.3% | 93.0% | 15.2% | 8.4% |
| 7 Years | +6.60 | 0.97 | 98.5% | 91.5% | 16.5% | 10.0% |
| 10 Years | +5.70 | 0.97 | 98.2% | 91.6% | 16.6% | 11.1% |
| 12 Years | +5.73 | 0.97 | 98.6% | 91.8% | 15.7% | 10.1% |
| 15 Years | +5.13 | 0.97 | 99.3% | 92.8% | 14.5% | 9.5% |