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 | +3.05 | 1.12 | 107.2% | 105.0% | 4.6% | 2.1% |
| 3 Years | +7.20 | 1.06 | 105.8% | 96.5% | 18.7% | 11.2% |
| 5 Years | +4.72 | 1.03 | 102.2% | 96.5% | 16.0% | 11.1% |
| 7 Years | +1.39 | 0.99 | 98.3% | 96.6% | 12.3% | 11.0% |
| 10 Years | +3.04 | 1.01 | 101.4% | 97.6% | 15.0% | 11.9% |
| 12 Years | +3.73 | 1.04 | 105.0% | 100.6% | 15.2% | 11.3% |
| 15 Years | +2.38 | 1.06 | 106.3% | 103.1% | 12.3% | 9.8% |