Benchmark Comparison Data
vs NIFTY MIDCAP 150
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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 -4.83 0.99 96.7% 100.8% 8.5% 13.4%
3 Years +2.20 0.99 100.0% 98.0% 25.4% 23.5%
5 Years +1.87 0.98 100.1% 97.3% 14.7% 12.9%
7 Years +1.26 0.98 100.1% 97.3% 10.3% 9.0%
10 Years +0.83 0.98 100.1% 97.3% 7.1% 6.3%
12 Years +0.66 0.98 100.1% 97.3% 5.9% 5.2%
15 Years +0.50 0.98 100.1% 97.3% 4.7% 4.1%