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 | +11.25 | 1.02 | 106.3% | 91.3% | 8.2% | -2.9% |
| 3 Years | +3.96 | 1.02 | 106.5% | 91.4% | 3.0% | -0.8% |
| 5 Years | +2.41 | 1.02 | 106.5% | 91.4% | 1.8% | -0.5% |
| 7 Years | +1.76 | 1.02 | 106.5% | 91.4% | 1.3% | -0.4% |
| 10 Years | +1.27 | 1.02 | 106.5% | 91.4% | 0.9% | -0.3% |
| 12 Years | +1.08 | 1.02 | 106.5% | 91.4% | 0.7% | -0.2% |
| 15 Years | +0.89 | 1.02 | 106.5% | 91.4% | 0.6% | -0.2% |