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 | +12.28 | 1.15 | 114.0% | 98.0% | 8.0% | -2.9% |
| 3 Years | +7.00 | 1.07 | 106.5% | 97.7% | 14.8% | 7.8% |
| 5 Years | +7.31 | 1.04 | 104.3% | 95.6% | 15.2% | 7.8% |
| 7 Years | +3.36 | 0.99 | 99.1% | 95.3% | 15.1% | 11.8% |
| 10 Years | +2.18 | 1.01 | 101.2% | 98.3% | 13.0% | 10.8% |
| 12 Years | +3.71 | 1.04 | 104.3% | 99.7% | 13.6% | 9.8% |
| 15 Years | +3.03 | 1.06 | 106.4% | 102.6% | 12.9% | 9.7% |