JM Focused 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 | +7.95 | 1.15 | 108.0% | 98.8% | 0.5% | -5.6% |
| 3 Years | +7.25 | 1.07 | 105.2% | 96.0% | 15.3% | 7.9% |
| 5 Years | +5.79 | 1.04 | 102.9% | 95.9% | 14.1% | 8.2% |
| 7 Years | +2.31 | 0.99 | 98.6% | 95.9% | 12.5% | 10.2% |
| 10 Years | +2.62 | 1.01 | 101.2% | 97.8% | 13.7% | 11.0% |
| 12 Years | +2.99 | 1.04 | 104.0% | 100.3% | 13.1% | 10.0% |
| 15 Years | +2.63 | 1.06 | 106.1% | 102.7% | 12.3% | 9.5% |