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 | +8.76 | 1.02 | 105.3% | 93.2% | 6.4% | -2.1% |
| 3 Years | +2.98 | 1.02 | 105.3% | 93.2% | 2.1% | -0.7% |
| 5 Years | +1.83 | 1.02 | 105.3% | 93.2% | 1.3% | -0.4% |
| 7 Years | +1.35 | 1.02 | 105.3% | 93.2% | 0.9% | -0.3% |
| 10 Years | +1.00 | 1.02 | 105.3% | 93.2% | 0.6% | -0.2% |
| 12 Years | +0.85 | 1.02 | 105.3% | 93.2% | 0.5% | -0.2% |
| 15 Years | +0.71 | 1.02 | 105.3% | 93.2% | 0.4% | -0.1% |