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 | +8.77 | 1.16 | 112.0% | 101.6% | 4.2% | -3.1% |
| 3 Years | +7.74 | 1.07 | 105.9% | 96.3% | 15.1% | 7.3% |
| 5 Years | +6.09 | 1.04 | 103.6% | 96.3% | 15.3% | 9.1% |
| 7 Years | +3.18 | 0.99 | 99.3% | 95.7% | 14.2% | 11.1% |
| 10 Years | +2.51 | 1.01 | 101.4% | 98.0% | 13.6% | 11.1% |
| 12 Years | +3.14 | 1.04 | 103.9% | 100.0% | 13.4% | 10.1% |
| 15 Years | +2.75 | 1.06 | 106.3% | 102.8% | 12.7% | 9.8% |