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 | +9.40 | 1.00 | 102.3% | 90.1% | -2.0% | -11.4% |
| 3 Years | +3.59 | 1.00 | 103.0% | 91.0% | 1.0% | -2.6% |
| 5 Years | +2.16 | 1.00 | 103.0% | 91.0% | 0.6% | -1.6% |
| 7 Years | +1.54 | 1.00 | 103.0% | 91.0% | 0.4% | -1.1% |
| 10 Years | +1.09 | 1.00 | 103.0% | 91.0% | 0.3% | -0.8% |
| 12 Years | +0.91 | 1.00 | 103.0% | 91.0% | 0.2% | -0.7% |
| 15 Years | +0.72 | 1.00 | 103.0% | 91.0% | 0.2% | -0.5% |