JM Large 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 | +4.97 | 1.04 | 106.5% | 99.8% | 0.9% | -3.6% |
| 3 Years | +5.32 | 1.07 | 107.3% | 101.0% | 12.3% | 7.0% |
| 5 Years | +3.69 | 1.00 | 100.0% | 95.5% | 12.6% | 8.9% |
| 7 Years | +4.17 | 0.69 | 83.3% | 78.9% | 14.1% | 11.4% |
| 10 Years | +2.42 | 0.68 | 77.7% | 74.0% | 12.0% | 11.0% |
| 12 Years | +2.56 | 0.72 | 81.3% | 77.7% | 11.6% | 10.0% |
| 15 Years | +2.18 | 0.76 | 84.3% | 80.9% | 11.1% | 9.7% |