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 | +4.93 | 1.05 | 107.3% | 100.8% | -0.6% | -4.9% |
| 3 Years | +5.04 | 1.07 | 107.2% | 101.3% | 13.1% | 8.0% |
| 5 Years | +3.79 | 1.00 | 100.3% | 95.6% | 12.2% | 8.4% |
| 7 Years | +4.12 | 0.69 | 82.5% | 78.0% | 13.0% | 10.0% |
| 10 Years | +2.24 | 0.68 | 77.4% | 73.9% | 11.8% | 11.1% |
| 12 Years | +2.54 | 0.72 | 81.5% | 77.8% | 11.6% | 10.1% |
| 15 Years | +2.03 | 0.76 | 84.2% | 80.9% | 10.8% | 9.5% |