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 | +4.78 | 1.04 | 107.8% | 102.6% | 3.8% | -0.8% |
| 3 Years | +3.96 | 1.00 | 102.0% | 98.3% | 16.7% | 12.7% |
| 5 Years | +3.83 | 0.99 | 102.1% | 97.3% | 16.3% | 12.6% |
| 7 Years | +2.62 | 0.99 | 102.1% | 97.3% | 11.4% | 8.8% |
| 10 Years | +1.76 | 0.99 | 102.1% | 97.3% | 7.9% | 6.1% |
| 12 Years | +1.42 | 0.99 | 102.1% | 97.3% | 6.5% | 5.1% |
| 15 Years | +1.11 | 0.99 | 102.1% | 97.3% | 5.2% | 4.0% |