Benchmark Comparison Data · vs NIFTY MIDCAP 150
Benchmark Comparison Data
vs NIFTY MIDCAP 150
JM Mid Cap Fund Direct · Growth
Fund vs NIFTY MIDCAP 150
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 | +4.86 | 1.02 | 105.4% | 101.2% | 14.8% | 9.9% |
| 3 Years | +3.73 | 0.99 | 101.1% | 97.7% | 21.7% | 18.1% |
| 5 Years | +3.78 | 0.99 | 101.8% | 96.9% | 17.9% | 14.2% |
| 7 Years | +2.56 | 0.99 | 101.8% | 96.9% | 12.5% | 9.9% |
| 10 Years | +1.71 | 0.99 | 101.8% | 96.9% | 8.6% | 6.9% |
| 12 Years | +1.39 | 0.99 | 101.8% | 96.9% | 7.1% | 5.7% |
| 15 Years | +1.07 | 0.99 | 101.8% | 96.9% | 5.6% | 4.5% |