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 | +4.99 | 1.01 | 102.7% | 96.4% | -4.7% | -9.5% |
| 3 Years | +3.95 | 1.06 | 105.0% | 100.3% | 9.3% | 5.5% |
| 5 Years | +4.17 | 1.00 | 100.8% | 95.8% | 8.8% | 4.6% |
| 7 Years | +3.94 | 0.71 | 85.2% | 81.0% | 13.3% | 10.6% |
| 10 Years | +2.35 | 0.68 | 78.0% | 74.4% | 11.6% | 10.5% |
| 12 Years | +2.39 | 0.72 | 81.0% | 77.5% | 11.1% | 9.6% |
| 15 Years | +2.17 | 0.76 | 84.5% | 81.1% | 10.9% | 9.4% |