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 | +3.00 | 1.05 | 106.8% | 102.9% | 4.7% | 1.9% |
| 3 Years | +4.55 | 1.07 | 106.8% | 101.6% | 16.6% | 11.7% |
| 5 Years | +3.18 | 1.00 | 99.3% | 95.5% | 14.4% | 11.3% |
| 7 Years | +3.99 | 0.68 | 81.6% | 77.2% | 13.8% | 11.3% |
| 10 Years | +2.36 | 0.67 | 77.4% | 73.9% | 12.6% | 12.0% |
| 12 Years | +3.15 | 0.73 | 82.1% | 78.0% | 13.1% | 11.3% |
| 15 Years | +2.02 | 0.76 | 84.1% | 80.8% | 11.0% | 9.8% |