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 | +7.02 | 1.03 | 106.5% | 97.2% | 3.8% | -2.9% |
| 3 Years | +5.36 | 1.06 | 107.3% | 101.2% | 13.2% | 7.8% |
| 5 Years | +4.42 | 1.01 | 100.9% | 95.6% | 12.3% | 7.8% |
| 7 Years | +4.26 | 0.70 | 83.8% | 79.5% | 14.5% | 11.8% |
| 10 Years | +2.60 | 0.68 | 77.9% | 74.0% | 12.0% | 10.8% |
| 12 Years | +2.70 | 0.72 | 81.5% | 77.6% | 11.6% | 9.8% |
| 15 Years | +2.32 | 0.76 | 84.5% | 80.9% | 11.3% | 9.7% |