JM Large and Mid Cap 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 | +6.50 | 1.04 | 105.0% | 94.6% | 0.4% | -5.7% |
| 3 Years | +2.36 | 1.04 | 105.0% | 94.6% | 0.1% | -1.9% |
| 5 Years | +1.52 | 1.04 | 105.0% | 94.6% | 0.1% | -1.2% |
| 7 Years | +1.16 | 1.04 | 105.0% | 94.6% | 0.1% | -0.8% |
| 10 Years | +0.88 | 1.04 | 105.0% | 94.6% | 0.0% | -0.6% |
| 12 Years | +0.76 | 1.04 | 105.0% | 94.6% | 0.0% | -0.5% |
| 15 Years | +0.67 | 1.04 | 105.0% | 94.6% | 0.0% | -0.4% |